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

Activest 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 Q2	$21.4K	Sell	148 -58	-28%	-$7.93K	﹤0.01%	436
2026 Q1	$24.4K	Buy	206 +71	+53%	+$8.44K	﹤0.01%	474
2025 Q4	$15.7K	Buy	135 +90	+200%	+$9.96K	﹤0.01%	567
2025 Q3	$4.9K	Buy	45 +13	+41%	+$1.33K	﹤0.01%	645
2025 Q2	$2.92K	Sell	32 -119	-79%	-$10.1K	﹤0.01%	633
2025 Q1	$12.7K	Buy	151 +144	+2,057%	+$12.1K	﹤0.01%	358
2024 Q4	$538	Buy	+7	New	+$541	﹤0.01%	523

Other funds holding BNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Activest Wealth Management's BNY Position: Q2 2026 in Review

Activest Wealth Management reduced its Bank of New York Mellon (BNY) stake by 28% in Q2 2026, selling an estimated $7.93K and leaving 148 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Activest Wealth Management first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.4K in Q1 2026. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Activest Wealth Management held 148 shares of Bank of New York Mellon worth $21.4K as of Q2 2026.
Activest Wealth Management sold 58 Bank of New York Mellon shares in Q2 2026, an estimated $7.93K.
Bank of New York Mellon made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #436 holding.
Activest Wealth Management first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
Activest Wealth Management's Bank of New York Mellon position peaked at $24.4K in Q1 2026.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.