AWM
BNY

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

Apollon 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 		$4.19M Buy
28,986
+1,369
+5% +$187K 0.05% 301
2026
Q1 		$3.28M Buy
27,617
+1,214
+5% +$144K 0.05% 284
2025
Q4 		$3.07M Sell
26,403
-190
-0.7% -$21K 0.05% 292
2025
Q3 		$2.9M Sell
26,593
-1,265
-5% -$129K 0.05% 304
2025
Q2 		$2.54M Buy
27,858
+1,288
+5% +$109K 0.05% 311
2025
Q1 		$2.23M Buy
26,570
+4,643
+21% +$390K 0.05% 311
2024
Q4 		$1.68M Buy
21,927
+3,059
+16% +$236K 0.04% 375
2024
Q3 		$1.36M Buy
18,868
+840
+5% +$55.2K 0.04% 398
2024
Q2 		$1.08M Sell
18,028
-2,092
-10% -$121K 0.03% 440
2024
Q1 		$1.16M Buy
20,120
+1,376
+7% +$75.8K 0.04% 423
2023
Q4 		$976K Buy
18,744
+5,872
+46% +$270K 0.03% 463
2023
Q3 		$549K Sell
12,872
-2,931
-19% -$131K 0.03% 527
2023
Q2 		$704K Buy
15,803
+791
+5% +$33.9K 0.03% 506
2023
Q1 		$682K Sell
15,012
-39
-0.3% -$1.89K 0.04% 439
2022
Q4 		$685K Sell
15,051
-2,004
-12% -$85.9K 0.05% 408
2022
Q3 		$657K Sell
17,055
-1,115
-6% -$47.5K 0.05% 371
2022
Q2 		$758K Buy
18,170
+2,118
+13% +$94.3K 0.06% 329
2022
Q1 		$797K Buy
16,052
+2,489
+18% +$142K 0.06% 342
2021
Q4 		$788K Buy
13,563
+6,726
+98% +$387K 0.06% 350
2021
Q3 		$354K Buy
6,837
+2,310
+51% +$120K 0.05% 318
2021
Q2 		$232K Sell
4,527
-1,614
-26% -$80.8K 0.04% 329
2021
Q1 		$290K Sell
6,141
-4,412
-42% -$194K 0.06% 270
2020
Q4 		$448K Buy
10,553
+2,269
+27% +$87.1K 0.12% 129
2020
Q3 		$284K Buy
8,284
+153
+2% +$5.57K 0.13% 119
2020
Q2 		$314K Buy
+8,131
New +$298K 0.17% 74

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

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

Apollon Wealth Management increased its Bank of New York Mellon (BNY) stake by 5% in Q2 2026, buying an estimated $187K and bringing the position to 28,986 shares worth $4.19M. The position accounts for 0.05% of the portfolio, ranked #301.

Apollon Wealth Management first reported a position in BNY in Q2 2020 and has held it in 25 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Apollon Wealth Management held 28,986 shares of Bank of New York Mellon worth $4.19M as of Q2 2026.
  • Apollon Wealth Management bought 1,369 Bank of New York Mellon shares in Q2 2026, an estimated $187K.
  • Bank of New York Mellon made up 0.05% of Apollon Wealth Management's portfolio in Q2 2026, its #301 holding.
  • Apollon Wealth Management first reported a position in Bank of New York Mellon in Q2 2020 and has held it in 25 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.