Accurate Wealth Management’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Accurate Wealth Management's BNY Position: Q2 2026 in Review
Accurate Wealth Management reduced its Bank of New York Mellon (BNY) stake by 5.1% in Q2 2026, selling an estimated $139K and leaving 18,993 shares worth $2.89M. The position accounts for 0.28% of the portfolio, ranked #75.
Accurate Wealth Management first reported a position in BNY in Q4 2022 and has held it in 13 quarters since. 1,883 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Accurate Wealth Management held 18,993 shares of Bank of New York Mellon worth $2.89M as of Q2 2026.
- Accurate Wealth Management sold 1,018 Bank of New York Mellon shares in Q2 2026, an estimated $139K.
- Bank of New York Mellon made up 0.28% of Accurate Wealth Management's portfolio in Q2 2026, its #75 holding.
- Accurate Wealth Management first reported a position in Bank of New York Mellon in Q4 2022 and has held it in 13 quarters since.
- 1,883 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.