BWP
BNY

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

BSW Wealth Partners’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 		$1.31M Sell
9,066
-98
-1% -$13.4K 0.15% 84
2026
Q1 		$1.09M Buy
9,164
+242
+3% +$28.8K 0.13% 91
2025
Q4 		$1.04M Buy
8,922
+243
+3% +$26.9K 0.12% 97
2025
Q3 		$946K Buy
8,679
+3,517
+68% +$359K 0.12% 103
2025
Q2 		$470K Buy
5,162
+209
+4% +$17.7K 0.06% 171
2025
Q1 		$415K Sell
4,953
-1,924
-28% -$162K 0.06% 185
2024
Q4 		$528K Buy
6,877
+57
+0.8% +$4.41K 0.08% 151
2024
Q3 		$490K Sell
6,820
-4,025
-37% -$265K 0.07% 157
2024
Q2 		$649K Sell
10,845
-167
-2% -$9.66K 0.11% 106
2024
Q1 		$635K Sell
11,012
-1,171
-10% -$64.5K 0.11% 113
2023
Q4 		$634K Buy
12,183
+489
+4% +$22.5K 0.13% 101
2023
Q3 		$499K Buy
11,694
+1,279
+12% +$57K 0.11% 107
2023
Q2 		$464K Sell
10,415
-4
-0% -$172 0.1% 117
2023
Q1 		$473K Buy
10,419
+479
+5% +$23.2K 0.1% 143
2022
Q4 		$452K Sell
9,940
-1,351
-12% -$57.9K 0.1% 148
2022
Q3 		$435K Buy
11,291
+1,372
+14% +$58.5K 0.11% 133
2022
Q2 		$414K Sell
9,919
-128
-1% -$5.7K 0.1% 139
2022
Q1 		$499K Buy
10,047
+633
+7% +$36K 0.13% 121
2021
Q4 		$547K Buy
9,414
+3,846
+69% +$221K 0.14% 107
2021
Q3 		$289K Buy
+5,568
New +$289K 0.08% 189

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BSW Wealth Partners's BNY Position: Q2 2026 in Review

BSW Wealth Partners reduced its Bank of New York Mellon (BNY) stake by 1.1% in Q2 2026, selling an estimated $13.4K and leaving 9,066 shares worth $1.31M. The position accounts for 0.15% of the portfolio, ranked #84.

BSW Wealth Partners first reported a position in BNY in Q3 2021 and has held it in 20 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • BSW Wealth Partners held 9,066 shares of Bank of New York Mellon worth $1.31M as of Q2 2026.
  • BSW Wealth Partners sold 98 Bank of New York Mellon shares in Q2 2026, an estimated $13.4K.
  • Bank of New York Mellon made up 0.15% of BSW Wealth Partners's portfolio in Q2 2026, its #84 holding.
  • BSW Wealth Partners first reported a position in Bank of New York Mellon in Q3 2021 and has held it in 20 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.