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

Visionary Wealth 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	$13.1M	Buy	90,673 +511	+0.6%	+$69.9K	0.52%	49
2026 Q1	$10.7M	Sell	90,162 -1,301	-1%	-$155K	0.47%	53
2025 Q4	$10.6M	Sell	91,463 -3,125	-3%	-$346K	0.48%	54
2025 Q3	$10.3M	Sell	94,588 -11,385	-11%	-$1.16M	0.48%	54
2025 Q2	$9.66M	Buy	105,973 +1,407	+1%	+$119K	0.49%	50
2025 Q1	$8.77M	Sell	104,566 -16,175	-13%	-$1.36M	0.53%	53
2024 Q4	$9.28M	Sell	120,741 -2,784	-2%	-$215K	0.54%	48
2024 Q3	$8.88M	Sell	123,525 -8,945	-7%	-$588K	0.54%	51
2024 Q2	$7.93M	Buy	132,470 +3,174	+2%	+$184K	0.52%	55
2024 Q1	$7.45M	Sell	129,296 -9,309	-7%	-$513K	0.5%	56
2023 Q4	$7.21M	Buy	138,605 +1,217	+0.9%	+$56.1K	0.53%	48
2023 Q3	$5.86M	Buy	137,388 +3,138	+2%	+$140K	0.47%	59
2023 Q2	$5.98M	Buy	134,250 +3,891	+3%	+$167K	0.48%	59
2023 Q1	$5.92M	Buy	130,359 +868	+0.7%	+$42.1K	0.5%	55
2022 Q4	$5.89M	Buy	129,491 +8,472	+7%	+$363K	0.54%	54
2022 Q3	$4.66M	Buy	121,019 +24,790	+26%	+$1.06M	0.48%	57
2022 Q2	$4.01M	Buy	96,229 +13,810	+17%	+$615K	0.36%	77
2022 Q1	$4.09M	Buy	82,419 +10,027	+14%	+$570K	0.33%	84
2021 Q4	$4.21M	Buy	+72,392	New	+$4.16M	0.34%	74
2021 Q3	–	Sell	-74,139	Closed	-$3.8M	–	327
2021 Q2	$3.8M	Buy	74,139 +3,032	+4%	+$152K	0.38%	66
2021 Q1	$3.36M	Buy	+71,107	New	+$3.13M	0.35%	80

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

Visionary Wealth Advisors's BNY Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Bank of New York Mellon (BNY) stake by 0.57% in Q2 2026, buying an estimated $69.9K and bringing the position to 90,673 shares worth $13.1M. The position accounts for 0.52% of the portfolio, ranked #49.

Visionary Wealth Advisors first reported a position in BNY in Q1 2021 and has held it in 21 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Visionary Wealth Advisors held 90,673 shares of Bank of New York Mellon worth $13.1M as of Q2 2026.
Visionary Wealth Advisors bought 511 Bank of New York Mellon shares in Q2 2026, an estimated $69.9K.
Bank of New York Mellon made up 0.52% of Visionary Wealth Advisors's portfolio in Q2 2026, its #49 holding.
Visionary Wealth Advisors first reported a position in Bank of New York Mellon in Q1 2021 and has held it in 21 quarters since.
1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.