XML Financial’s Bank of New York Mellon BNY Stock Holding History

XML Financial’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	–	Sell	-1,920	Closed	-$228K	–	449
2026 Q1	$228K	Sell	1,920 -145	-7%	-$17.2K	0.02%	386
2025 Q4	$240K	Buy	2,065 +10	+0.5%	+$1.11K	0.02%	375
2025 Q3	$224K	Buy	+2,055	New	+$210K	0.02%	359
2020 Q1	–	Sell	-9,484	Closed	-$477K	–	173
2019 Q4	$477K	Buy	+9,484	New	+$453K	0.17%	100

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 $3.38T AUM 44.17% 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

XML Financial's BNY Position: Q2 2026 in Review

XML Financial sold out of Bank of New York Mellon (BNY) in Q2 2026, closing a stake of 1,920 shares — an estimated $228K sold.

XML Financial first reported a position in BNY in Q4 2019 and held it in 4 quarters. The position peaked at $477K in Q4 2019. 1,885 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

XML Financial reported no remaining Bank of New York Mellon position as of Q2 2026 after selling out during the quarter.
XML Financial sold 1,920 Bank of New York Mellon shares in Q2 2026, an estimated $228K.
XML Financial first reported a position in Bank of New York Mellon in Q4 2019 and held it in 4 quarters.
XML Financial's Bank of New York Mellon position peaked at $477K in Q4 2019.
1,885 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.