VestGen Advisors’s Bank of New York Mellon BNY Stock Holding History

VestGen Advisors’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	$3.61M	Sell	24,989 -724	-3%	-$99K	0.11%	197
2026 Q1	$3.43M	Buy	25,713 +8,948	+53%	+$1.06M	0.09%	200
2025 Q4	$1.95M	Buy	16,765 +1,845	+12%	+$204K	0.08%	240
2025 Q3	$1.63M	Buy	14,920 +108	+0.7%	+$11K	0.05%	283
2025 Q2	$1.35M	Sell	14,812 -25,111	-63%	-$2.13M	0.05%	279
2025 Q1	$3.35M	Buy	+39,923	New	+$3.35M	0.15%	139

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

VestGen Advisors's BNY Position: Q2 2026 in Review

VestGen Advisors reduced its Bank of New York Mellon (BNY) stake by 2.8% in Q2 2026, selling an estimated $99K and leaving 24,989 shares worth $3.61M. The position accounts for 0.11% of the portfolio, ranked #197.

VestGen Advisors first reported a position in BNY in Q1 2025 and has held it in 6 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

VestGen Advisors held 24,989 shares of Bank of New York Mellon worth $3.61M as of Q2 2026.
VestGen Advisors sold 724 Bank of New York Mellon shares in Q2 2026, an estimated $99K.
Bank of New York Mellon made up 0.11% of VestGen Advisors's portfolio in Q2 2026, its #197 holding.
VestGen Advisors first reported a position in Bank of New York Mellon in Q1 2025 and has held it in 6 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.