VW
BNY

Vantus Wealth’s Bank of New York Mellon BNY Stock Holding History

Vantus Wealth’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 		$345K Buy
+2,383
New +$326K 0.18% 155
2025
Q4 		$286K Buy
+2,460
New +$272K 0.21% 150

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vantus Wealth's BNY Position: Q2 2026 in Review

Vantus Wealth opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 2,383 shares worth $345K. The stake represents 0.18% of the portfolio and ranks #155 among its holdings. This is a return to the name: Vantus Wealth previously reported a position in BNY as recently as Q4 2025.

Vantus Wealth first reported a position in BNY in Q4 2025 and has held it in 2 quarters since. 1,874 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Vantus Wealth held 2,383 shares of Bank of New York Mellon worth $345K as of Q2 2026.
  • Bank of New York Mellon was a new Vantus Wealth position in Q2 2026.
  • Bank of New York Mellon made up 0.18% of Vantus Wealth's portfolio in Q2 2026, its #155 holding.
  • Vantus Wealth first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 2 quarters since.
  • 1,874 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Vantus Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.