Atlantic Edge Private Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$95.2K Hold
658
0.02% 196
2026
Q1
$78.1K Hold
658
0.02% 199
2025
Q4
$76.4K Buy
658
+50
+8% +$5.53K 0.02% 184
2025
Q3
$66.2K Buy
608
+75
+14% +$7.65K 0.02% 196
2025
Q2
$48.6K Hold
533
0.01% 218
2025
Q1
$44.7K Hold
533
0.01% 213
2024
Q4
$41K Hold
533
0.01% 214
2024
Q3
$38.3K Hold
533
0.01% 221
2024
Q2
$31.9K Hold
533
0.01% 223
2024
Q1
$30.7K Hold
533
0.01% 225
2023
Q4
$27.7K Buy
+533
New +$24.5K 0.01% 217

Other funds holding BNY

Atlantic Edge Private Wealth Management's BNY Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 658 shares worth $95.2K. The position accounts for 0.02% of the portfolio, ranked #196.

Atlantic Edge Private Wealth Management first reported a position in BNY in Q4 2023 and has held it in 11 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 658 shares of Bank of New York Mellon worth $95.2K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its Bank of New York Mellon share count unchanged in Q2 2026.
  • Bank of New York Mellon made up 0.02% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #196 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Bank of New York Mellon in Q4 2023 and has held it in 11 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

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