Values Added Financial
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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
Q3 		$227K Buy
1,569
+11
+0.7% +$1.73K 0.08% 130
2026
Q2 		$225K Buy
+1,558
New +$213K 0.08% 134

Other funds holding BNY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Values Added Financial's BNY Position: Q3 2026 in Review

Values Added Financial increased its Bank of New York Mellon (BNY) stake by 0.71% in Q3 2026, buying an estimated $1.73K and bringing the position to 1,569 shares worth $227K. The position accounts for 0.08% of the portfolio, ranked #130.

Values Added Financial first reported a position in BNY in Q2 2026 and has held it in 2 quarters since. 764 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • Values Added Financial held 1,569 shares of Bank of New York Mellon worth $227K as of Q3 2026.
  • Values Added Financial bought 11 Bank of New York Mellon shares in Q3 2026, an estimated $1.73K.
  • Bank of New York Mellon made up 0.08% of Values Added Financial's portfolio in Q3 2026, its #130 holding.
  • Values Added Financial first reported a position in Bank of New York Mellon in Q2 2026 and has held it in 2 quarters since.
  • 764 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.