Vision Retirement’s Bank of New York Mellon BNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$132K Buy
912
+1
+0.1% +$137 0.03% 158
2026
Q1
$108K Sell
911
-86
-9% -$10.2K 0.03% 156
2025
Q4
$116K Buy
+997
New +$110K 0.03% 159

Other funds holding BNY

Vision Retirement's BNY Position: Q2 2026 in Review

Vision Retirement increased its Bank of New York Mellon (BNY) stake by 0.11% in Q2 2026, buying an estimated $137 and bringing the position to 912 shares worth $132K. The position accounts for 0.03% of the portfolio, ranked #158.

Vision Retirement first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Vision Retirement held 912 shares of Bank of New York Mellon worth $132K as of Q2 2026.
  • Vision Retirement bought 1 Bank of New York Mellon share in Q2 2026, an estimated $137.
  • Bank of New York Mellon made up 0.03% of Vision Retirement's portfolio in Q2 2026, its #158 holding.
  • Vision Retirement first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.