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

Avidian Wealth Enterprises’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	$543K	Buy	3,758 +395	+12%	+$54K	0.02%	456
2026 Q1	$399K	Buy	3,363 +488	+17%	+$58K	0.01%	483
2025 Q4	$334K	Buy	2,875 +201	+8%	+$22.2K	0.01%	454
2025 Q3	$291K	Buy	2,674 +241	+10%	+$24.6K	0.01%	477
2025 Q2	$222K	Sell	2,433 -390	-14%	-$33.1K	0.01%	501
2025 Q1	$237K	Sell	2,823 -4,448	-61%	-$374K	0.01%	468
2024 Q4	$559K	Buy	7,271 +247	+4%	+$19.1K	0.03%	279
2024 Q3	$505K	Buy	7,024 +137	+2%	+$9.01K	0.02%	294
2024 Q2	$412K	Buy	6,887 +1,026	+18%	+$59.4K	0.02%	325
2024 Q1	$338K	Buy	5,861 +1,915	+49%	+$105K	0.02%	336
2023 Q4	$205K	Buy	+3,946	New	+$182K	0.01%	400

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

Avidian Wealth Enterprises's BNY Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Bank of New York Mellon (BNY) stake by 12% in Q2 2026, buying an estimated $54K and bringing the position to 3,758 shares worth $543K. The position accounts for 0.02% of the portfolio, ranked #456.

Avidian Wealth Enterprises first reported a position in BNY in Q4 2023 and has held it in 11 quarters since. The position peaked at $559K in Q4 2024. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Avidian Wealth Enterprises held 3,758 shares of Bank of New York Mellon worth $543K as of Q2 2026.
Avidian Wealth Enterprises bought 395 Bank of New York Mellon shares in Q2 2026, an estimated $54K.
Bank of New York Mellon made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #456 holding.
Avidian Wealth Enterprises first reported a position in Bank of New York Mellon in Q4 2023 and has held it in 11 quarters since.
Avidian Wealth Enterprises's Bank of New York Mellon position peaked at $559K in Q4 2024.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.