Beverly Hills Private Wealth’s Bank of New York Mellon BNY Stock Holding History

Beverly Hills Private Wealth's BNY Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Bank of New York Mellon (BNY) stake by 32% in Q2 2026, selling an estimated $841K and leaving 12,815 shares worth $1.85M. The position accounts for 0.35% of the portfolio, ranked #76.

Beverly Hills Private Wealth first reported a position in BNY in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.25M in Q1 2026. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

• Beverly Hills Private Wealth held 12,815 shares of Bank of New York Mellon worth $1.85M as of Q2 2026.
• Beverly Hills Private Wealth sold 6,151 Bank of New York Mellon shares in Q2 2026, an estimated $841K.
• Bank of New York Mellon made up 0.35% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #76 holding.
• Beverly Hills Private Wealth first reported a position in Bank of New York Mellon in Q4 2023 and has held it in 11 quarters since.
• Beverly Hills Private Wealth's Bank of New York Mellon position peaked at $2.25M in Q1 2026.
• 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.