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Yoder Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Yoder Wealth Management’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
Q3 		$212K Hold
1,467
– – 0.08% 132
2026
Q2 		$212K Buy
+1,467
New +$201K 0.08% 123

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CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
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CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Yoder Wealth Management's BNY Position: Q3 2026 in Review

Yoder Wealth Management held its Bank of New York Mellon (BNY) position steady in Q3 2026 at 1,467 shares worth $212K. The position accounts for 0.08% of the portfolio, ranked #132.

Yoder Wealth Management first reported a position in BNY in Q2 2026 and has held it in 2 quarters since. 202 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • Yoder Wealth Management held 1,467 shares of Bank of New York Mellon worth $212K as of Q3 2026.
  • Yoder Wealth Management left its Bank of New York Mellon share count unchanged in Q3 2026.
  • Bank of New York Mellon made up 0.08% of Yoder Wealth Management's portfolio in Q3 2026, its #132 holding.
  • Yoder Wealth Management first reported a position in Bank of New York Mellon in Q2 2026 and has held it in 2 quarters since.
  • 202 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.