Bradley & Co Private Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Bradley & Co Private Wealth Management’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	$10.3K	Hold	71	–	–	﹤0.01%	140
2026 Q1	$8.42K	Hold	71	–	–	﹤0.01%	140
2025 Q4	$8.24K	Hold	71	–	–	﹤0.01%	136
2025 Q3	$7.74K	Hold	71	–	–	﹤0.01%	134
2025 Q2	$6.47K	Hold	71	–	–	﹤0.01%	134
2025 Q1	$5.96K	Hold	71	–	–	﹤0.01%	132
2024 Q4	$5.46K	Buy	+71	New	+$5.49K	﹤0.01%	133
2024 Q2	$4.25K	Hold	71	–	–	﹤0.01%	143
2024 Q1	$4.09K	Hold	71	–	–	﹤0.01%	146
2023 Q4	$3.7K	Hold	71	–	–	﹤0.01%	159
2023 Q3	$3.03K	Hold	71	–	–	﹤0.01%	145
2023 Q2	$3.16K	Hold	71	–	–	﹤0.01%	146
2023 Q1	$3.23K	Hold	71	–	–	﹤0.01%	145
2022 Q4	$3.23K	Hold	71	–	–	﹤0.01%	147
2022 Q3	$3K	Hold	71	–	–	﹤0.01%	155
2022 Q2	$3K	Buy	+71	New	+$3.16K	﹤0.01%	160

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

Bradley & Co Private Wealth Management's BNY Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 71 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #140.

Bradley & Co Private Wealth Management first reported a position in BNY in Q2 2022 and has held it in 16 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Bradley & Co Private Wealth Management held 71 shares of Bank of New York Mellon worth $10.3K as of Q2 2026.
Bradley & Co Private Wealth Management left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up ﹤0.01% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #140 holding.
Bradley & Co Private Wealth Management first reported a position in Bank of New York Mellon in Q2 2022 and has held it in 16 quarters since.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.