1900 Wealth Management’s Bank of New York Mellon BNY Stock Holding History

1900 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	$1.09M	Buy	7,528 +2,112	+39%	+$332K	0.06%	117
2026 Q2	$783K	Buy	5,416 +1,260	+30%	+$172K	0.04%	140
2026 Q1	$493K	Buy	4,156 +134	+3%	+$15.9K	0.03%	168
2025 Q4	$467K	Hold	4,022	–	–	0.03%	171
2025 Q3	$438K	Buy	4,022 +17	+0.4%	+$1.73K	0.03%	163
2025 Q2	$365K	Buy	4,005 +3	+0.1%	+$255	0.03%	173
2025 Q1	$336K	Buy	4,002 +2	+0.1%	+$168	0.03%	174
2024 Q4	$307K	Hold	4,000	–	–	0.03%	190
2024 Q3	$287K	Hold	4,000	–	–	0.02%	193
2024 Q2	$240K	Hold	4,000	–	–	0.02%	204
2024 Q1	$230K	Sell	4,000 -460	-10%	-$25.3K	0.02%	224
2023 Q4	$232K	Buy	+4,460	New	+$205K	0.02%	272
2022 Q1	–	Sell	-4,000	Closed	-$232K	–	239
2021 Q4	$232K	Hold	4,000	–	–	0.02%	221
2021 Q3	$207K	Hold	4,000	–	–	0.02%	209
2021 Q2	$205K	Buy	+4,000	New	+$200K	0.02%	208

Other funds holding BNY

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

1900 Wealth Management's BNY Position: Q3 2026 in Review

1900 Wealth Management increased its Bank of New York Mellon (BNY) stake by 39% in Q3 2026, buying an estimated $332K and bringing the position to 7,528 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #117.

1900 Wealth Management first reported a position in BNY in Q2 2021 and has held it in 15 quarters since. 207 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

1900 Wealth Management held 7,528 shares of Bank of New York Mellon worth $1.09M as of Q3 2026.
1900 Wealth Management bought 2,112 Bank of New York Mellon shares in Q3 2026, an estimated $332K.
Bank of New York Mellon made up 0.06% of 1900 Wealth Management's portfolio in Q3 2026, its #117 holding.
1900 Wealth Management first reported a position in Bank of New York Mellon in Q2 2021 and has held it in 15 quarters since.
207 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.