Values Added Financial’s Bank of New York Mellon BNY Stock Holding History

Values Added Financial’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	$225K	Buy	+1,558	New	+$213K	0.08%	134

Other funds holding BNY

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Values Added Financial's BNY Position: Q2 2026 in Review

Values Added Financial opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 1,558 shares worth $225K. The stake represents 0.08% of the portfolio and ranks #134 among its holdings.

716 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Values Added Financial held 1,558 shares of Bank of New York Mellon worth $225K as of Q2 2026.
Bank of New York Mellon was a new Values Added Financial position in Q2 2026.
Bank of New York Mellon made up 0.08% of Values Added Financial's portfolio in Q2 2026, its #134 holding.
716 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.