AWP
BNY

Abacus Wealth Partners’s Bank of New York Mellon BNY Stock Holding History

Abacus Wealth Partners’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 		$653K Sell
4,516
-8,236
-65% -$1.13M 0.07% 115
2026
Q1 		$1.51M Buy
12,752
+586
+5% +$69.7K 0.14% 60
2025
Q4 		$1.41M Buy
+12,166
New +$1.35M 0.14% 66

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

Abacus Wealth Partners's BNY Position: Q2 2026 in Review

Abacus Wealth Partners reduced its Bank of New York Mellon (BNY) stake by 65% in Q2 2026, selling an estimated $1.13M and leaving 4,516 shares worth $653K. The position accounts for 0.07% of the portfolio, ranked #115.

Abacus Wealth Partners first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.51M in Q1 2026. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Abacus Wealth Partners held 4,516 shares of Bank of New York Mellon worth $653K as of Q2 2026.
  • Abacus Wealth Partners sold 8,236 Bank of New York Mellon shares in Q2 2026, an estimated $1.13M.
  • Bank of New York Mellon made up 0.07% of Abacus Wealth Partners's portfolio in Q2 2026, its #115 holding.
  • Abacus Wealth Partners first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
  • Abacus Wealth Partners's Bank of New York Mellon position peaked at $1.51M in Q1 2026.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.