United Advisor Group’s Bank of New York Mellon BNY Stock Holding History

United Advisor Group’s Portfolio BNY Stock Details BNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$589K	Buy	4,071 +196	+5%	+$26.8K	0.06%	287
2026 Q1	$460K	Sell	3,875 -59	-1%	-$7.02K	0.06%	308
2025 Q4	$457K	Buy	3,934 +23	+0.6%	+$2.54K	0.06%	294
2025 Q3	$426K	Sell	3,911 -1,648	-30%	-$168K	0.06%	291
2025 Q2	$506K	Buy	5,559 +556	+11%	+$47.2K	0.09%	220
2025 Q1	$420K	Sell	5,003 -3,325	-40%	-$279K	0.09%	215
2024 Q4	$640K	Buy	8,328 +53	+0.6%	+$4.1K	0.13%	167
2024 Q3	$595K	Buy	+8,275	New	+$544K	0.13%	157

Other funds holding BNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

United Advisor Group's BNY Position: Q2 2026 in Review

United Advisor Group increased its Bank of New York Mellon (BNY) stake by 5.1% in Q2 2026, buying an estimated $26.8K and bringing the position to 4,071 shares worth $589K. The position accounts for 0.06% of the portfolio, ranked #287.

United Advisor Group first reported a position in BNY in Q3 2024 and has held it in 8 quarters since. The position peaked at $640K in Q4 2024. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

United Advisor Group held 4,071 shares of Bank of New York Mellon worth $589K as of Q2 2026.
United Advisor Group bought 196 Bank of New York Mellon shares in Q2 2026, an estimated $26.8K.
Bank of New York Mellon made up 0.06% of United Advisor Group's portfolio in Q2 2026, its #287 holding.
United Advisor Group first reported a position in Bank of New York Mellon in Q3 2024 and has held it in 8 quarters since.
United Advisor Group's Bank of New York Mellon position peaked at $640K in Q4 2024.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.