Beirne Wealth Consulting Services’s Bank of New York Mellon BNY Stock Holding History

Beirne Wealth Consulting Services’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	$637K	Hold	4,405	–	–	0.13%	56
2026 Q1	$523K	Hold	4,405	–	–	0.15%	65
2025 Q4	$511K	Sell	4,405 -2,754	-38%	-$305K	0.15%	65
2025 Q3	$780K	Buy	7,159 +2,754	+63%	+$281K	0.19%	74
2025 Q2	$401K	Hold	4,405	–	–	0.13%	72
2025 Q1	$369K	Hold	4,405	–	–	0.13%	69
2024 Q4	$338K	Hold	4,405	–	–	0.12%	76
2024 Q3	$317K	Hold	4,405	–	–	0.11%	78
2024 Q2	$264K	Hold	4,405	–	–	0.11%	83
2024 Q1	$254K	Sell	4,405 -807	-15%	-$44.4K	0.11%	81
2023 Q4	$271K	Buy	+5,212	New	+$240K	0.13%	110
2023 Q2	–	Sell	-4,405	Closed	-$200K	–	97
2023 Q1	$200K	Hold	4,405	–	–	0.14%	91
2022 Q4	$201K	Buy	+4,405	New	+$189K	0.1%	85
2022 Q2	–	Sell	-4,405	Closed	-$219K	–	97
2022 Q1	$219K	Hold	4,405	–	–	0.12%	86
2021 Q4	$256K	Hold	4,405	–	–	0.14%	88
2021 Q3	$228K	Hold	4,405	–	–	0.13%	96
2021 Q2	$225K	Hold	4,405	–	–	0.12%	97
2021 Q1	$208K	Buy	+4,405	New	+$194K	0.12%	93
2020 Q1	–	Sell	-4,405	Closed	-$222K	–	76
2019 Q4	$222K	Buy	+4,405	New	+$210K	0.2%	79
2019 Q2	–	Sell	-4,823	Closed	-$243K	–	142
2019 Q1	$243K	Sell	4,823 -136	-3%	-$7.01K	0.19%	153
2018 Q4	$233K	Buy	+4,959	New	+$241K	0.2%	148

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

Beirne Wealth Consulting Services's BNY Position: Q2 2026 in Review

Beirne Wealth Consulting Services held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 4,405 shares worth $637K. The position accounts for 0.13% of the portfolio, ranked #56.

Beirne Wealth Consulting Services first reported a position in BNY in Q4 2018 and has held it in 21 quarters since. The position peaked at $780K in Q3 2025. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Beirne Wealth Consulting Services held 4,405 shares of Bank of New York Mellon worth $637K as of Q2 2026.
Beirne Wealth Consulting Services left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up 0.13% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #56 holding.
Beirne Wealth Consulting Services first reported a position in Bank of New York Mellon in Q4 2018 and has held it in 21 quarters since.
Beirne Wealth Consulting Services's Bank of New York Mellon position peaked at $780K in Q3 2025.
1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.