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

Angeles 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	$796K	Buy	5,564 +192	+4%	+$26.3K	0.04%	189
2026 Q1	$637K	Buy	5,372 +913	+20%	+$109K	0.03%	190
2025 Q4	$518K	Buy	4,459 +661	+17%	+$73.1K	0.03%	204
2025 Q3	$414K	Buy	3,798 +98	+3%	+$9.99K	0.03%	208
2025 Q2	$337K	Buy	3,700 +1,066	+40%	+$90.5K	0.02%	241
2025 Q1	$221K	Buy	2,634 +4	+0.2%	+$336	0.02%	269
2024 Q4	$202K	Buy	+2,630	New	+$203K	0.02%	290

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

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

Angeles Wealth Management increased its Bank of New York Mellon (BNY) stake by 3.6% in Q2 2026, buying an estimated $26.3K and bringing the position to 5,564 shares worth $796K. The position accounts for 0.04% of the portfolio, ranked #189.

Angeles Wealth Management first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Angeles Wealth Management held 5,564 shares of Bank of New York Mellon worth $796K as of Q2 2026.
Angeles Wealth Management bought 192 Bank of New York Mellon shares in Q2 2026, an estimated $26.3K.
Bank of New York Mellon made up 0.04% of Angeles Wealth Management's portfolio in Q2 2026, its #189 holding.
Angeles Wealth Management first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.