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

World Investment 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	$8.26M	Sell	69,252 -3,094	-4%	-$423K	0.14%	173
2026 Q1	$8.58M	Buy	72,346 +61	+0.1%	+$7.25K	0.14%	168
2025 Q4	$8.39M	Buy	72,285 +9,105	+14%	+$1.01M	0.14%	172
2025 Q3	$6.88M	Buy	63,180 +2,681	+4%	+$273K	0.14%	167
2025 Q2	$5.51M	Buy	60,499 +15,245	+34%	+$1.29M	0.13%	184
2025 Q1	$3.8M	Buy	45,254 +3,421	+8%	+$287K	0.1%	246
2024 Q4	$3.21M	Buy	41,833 +5,408	+15%	+$418K	0.09%	259
2024 Q3	$2.62M	Buy	+36,425	New	+$2.4M	0.08%	260

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

World Investment Advisors's BNY Position: Q2 2026 in Review

World Investment Advisors reduced its Bank of New York Mellon (BNY) stake by 4.3% in Q2 2026, selling an estimated $423K and leaving 69,252 shares worth $8.26M. The position accounts for 0.14% of the portfolio, ranked #173.

World Investment Advisors first reported a position in BNY in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.58M in Q1 2026. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

World Investment Advisors held 69,252 shares of Bank of New York Mellon worth $8.26M as of Q2 2026.
World Investment Advisors sold 3,094 Bank of New York Mellon shares in Q2 2026, an estimated $423K.
Bank of New York Mellon made up 0.14% of World Investment Advisors's portfolio in Q2 2026, its #173 holding.
World Investment Advisors first reported a position in Bank of New York Mellon in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's Bank of New York Mellon position peaked at $8.58M in Q1 2026.
1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.