AW
BNY

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

Alteri Wealth’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 		$759K Sell
5,250
-156
-3% -$21.3K 0.21% 110
2026
Q1 		$641K Buy
5,406
+176
+3% +$20.9K 0.21% 124
2025
Q4 		$607K Buy
5,230
+376
+8% +$41.6K 0.2% 125
2025
Q3 		$529K Buy
4,854
+190
+4% +$19.4K 0.18% 136
2025
Q2 		$425K Buy
4,664
+1,425
+44% +$121K 0.16% 152
2025
Q1 		$272K Buy
+3,239
New +$272K 0.12% 196

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

Alteri Wealth's BNY Position: Q2 2026 in Review

Alteri Wealth reduced its Bank of New York Mellon (BNY) stake by 2.9% in Q2 2026, selling an estimated $21.3K and leaving 5,250 shares worth $759K. The position accounts for 0.21% of the portfolio, ranked #110.

Alteri Wealth first reported a position in BNY in Q1 2025 and has held it in 6 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Alteri Wealth held 5,250 shares of Bank of New York Mellon worth $759K as of Q2 2026.
  • Alteri Wealth sold 156 Bank of New York Mellon shares in Q2 2026, an estimated $21.3K.
  • Bank of New York Mellon made up 0.21% of Alteri Wealth's portfolio in Q2 2026, its #110 holding.
  • Alteri Wealth first reported a position in Bank of New York Mellon in Q1 2025 and has held it in 6 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.