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Holdings (Monthly) Guide ↗

BNY Mellon Balanced Opportunity Fund

· BNY Mellon Investment Funds VI
Monthly Holdings $297M AUM 51 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 112 New 41 Added 172 Reduced 51 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
Exxon Mobil Corp. 30231G102 15,535 SOLD $2.4M
Bank of America Corp. 060505104 22,816 SOLD $1.1M
The Charles Schwab Corporation 808513105 9,891 SOLD $0.9M
Verizon Communications Inc. 92343V104 18,077 SOLD $0.9M
Micron Technology Inc. 595112103 1,953 SOLD $0.8M
Caterpillar Inc 149123101 1,042 SOLD $0.8M
Permian Resources Corp 71424F105 41,197 SOLD $0.8M
Valero Energy Corp. 91913Y100 3,503 SOLD $0.7M
Boston Scientific Corporation 101137107 8,902 SOLD $0.7M
Intuit Inc 461202103 1,606 SOLD $0.7M
Becton, Dickinson and Company 075887CU1 630,000 SOLD $0.7M
International Paper Co. 460146103 14,661 SOLD $0.6M
Ascendis Pharma A/S 04351P101 2,107 SOLD $0.5M
Expand Energy Corp. 165167735 4,289 SOLD $0.5M
Wingstop Inc 974155103 1,562 SOLD $0.4M
Costar Group Inc 22160N109 8,894 SOLD $0.4M
Planet Fitness Inc. 72703H101 4,822 SOLD $0.4M
Fortune Brands Innovations Inc 34964C106 7,058 SOLD $0.4M
AT&T Inc 00206RMM1 438,000 SOLD $0.4M
Waste Management, Inc. 94106LBQ1 365,000 SOLD $0.3M
Danaher Corporation 235851102 1,583 SOLD $0.3M
ATLASSIAN CORP 049468101 4,428 SOLD $0.3M
Sprint Capital Corporation 852060AT9 270,000 SOLD $0.3M
Lloyds Banking Group PLC 53944YAP8 280,000 SOLD $0.3M
Pacific Life Global Funding II 6944PL2E8 270,000 SOLD $0.3M
Hungary (Republic Of) 445545AP1 250,000 SOLD $0.3M
American Tower Corporation 03027XCD0 240,000 SOLD $0.3M
W. P. Carey Inc 92936UAH2 295,000 SOLD $0.3M
Healthcare Realty Holdings L.P 42225UAG9 235,000 SOLD $0.2M
Electricite de France SA 28504DAC7 200,000 SOLD $0.2M
Italy (Republic Of) 465410BY3 225,000 SOLD $0.2M
Biogen Inc 09062XAH6 235,000 SOLD $0.2M
Merck & Co., Inc 58933YAX3 220,000 SOLD $0.2M
AbbVie Inc. 00287YBX6 220,000 SOLD $0.2M
RTX Corp. 913017CY3 200,000 SOLD $0.2M
Enbridge Inc. 29250NBR5 188,000 SOLD $0.2M
Dollar General Corporation 256677AG0 200,000 SOLD $0.2M
JPMorgan Chase & Co. 46647PAX4 185,000 SOLD $0.2M
Jackson Financial Inc 46817MAL1 195,000 SOLD $0.2M
Consolidated Edison Company of New York, Inc. 209111FX6 170,000 SOLD $0.2M
Massachusetts Mutual Life Insurance Co. 575767AQ1 225,000 SOLD $0.2M
Verizon Communications Inc. 92343VES9 140,000 SOLD $0.1M
NEW YORK N Y 64966HTX8 123,443 SOLD $0.1M
Bank of America Corp. 06051GHD4 105,000 SOLD $0.1M
Kentucky Utilities Company 491674BL0 105,000 SOLD $0.1M
Verizon Communications Inc. 92343VHG2 78,000 SOLD $0.1M
CENTRAL FLA TOURISM OVERSIGHT DIST 758449SD5 65,000 SOLD $0.1M
CENTRAL FLA TOURISM OVERSIGHT DIST 758449SE3 65,000 SOLD $0.1M
Verizon Communications Inc. 92343VGN8 51,000 SOLD $0.0M
Sierra Pacific Power Company 826418BE4 25,000 SOLD $0.0M
Oscar Us Funding Xii Llc 68785AAD7 4,530 SOLD $0.0M