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

BIP Wealth’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
Q3 		$242K Buy
1,670
+164
+11% +$25.8K 0.01% 519
2026
Q2 		$218K Buy
+1,506
New +$206K 0.01% 526

Other funds holding BNY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

BIP Wealth's BNY Position: Q3 2026 in Review

BIP Wealth increased its Bank of New York Mellon (BNY) stake by 11% in Q3 2026, buying an estimated $25.8K and bringing the position to 1,670 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #519.

BIP Wealth first reported a position in BNY in Q2 2026 and has held it in 2 quarters since. 517 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • BIP Wealth held 1,670 shares of Bank of New York Mellon worth $242K as of Q3 2026.
  • BIP Wealth bought 164 Bank of New York Mellon shares in Q3 2026, an estimated $25.8K.
  • Bank of New York Mellon made up 0.01% of BIP Wealth's portfolio in Q3 2026, its #519 holding.
  • BIP Wealth first reported a position in Bank of New York Mellon in Q2 2026 and has held it in 2 quarters since.
  • 517 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on BIP Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.