AFPL
BNY

Advus Financial Partners, LLC’s Bank of New York Mellon BNY Stock Holding History

Advus Financial Partners, LLC’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 		$478K Hold
3,306
– – 0.11% 135
2026
Q1 		$392K Hold
3,306
– – 0.1% 148
2025
Q4 		$384K Sell
3,306
-1,696
-34% -$188K 0.09% 154
2025
Q3 		$545K Buy
5,002
+43
+0.9% +$4.38K 0.13% 117
2025
Q2 		$452K Buy
4,959
+100
+2% +$8.49K 0.12% 132
2025
Q1 		$408K Buy
4,859
+52
+1% +$4.37K 0.11% 128
2024
Q4 		$369K Buy
4,807
+744
+18% +$57.5K 0.1% 134
2024
Q3 		$292K Hold
4,063
– – 0.08% 161
2024
Q2 		$243K Hold
4,063
– – 0.07% 179
2024
Q1 		$234K Hold
4,063
– – 0.07% 176
2023
Q4 		$211K Buy
+4,063
New +$187K 0.07% 172

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advus Financial Partners, LLC's BNY Position: Q2 2026 in Review

Advus Financial Partners, LLC held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 3,306 shares worth $478K. The position accounts for 0.11% of the portfolio, ranked #135.

Advus Financial Partners, LLC first reported a position in BNY in Q4 2023 and has held it in 11 quarters since. The position peaked at $545K in Q3 2025. 1,873 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Advus Financial Partners, LLC held 3,306 shares of Bank of New York Mellon worth $478K as of Q2 2026.
  • Advus Financial Partners, LLC left its Bank of New York Mellon share count unchanged in Q2 2026.
  • Bank of New York Mellon made up 0.11% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #135 holding.
  • Advus Financial Partners, LLC first reported a position in Bank of New York Mellon in Q4 2023 and has held it in 11 quarters since.
  • Advus Financial Partners, LLC's Bank of New York Mellon position peaked at $545K in Q3 2025.
  • 1,873 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.