BWS
BNY

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

Buck Wealth Strategies’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 		$80.5K Buy
+557
New +$76.2K 0.01% 288
2023
Q4 		– Sell
-1,899
Closed -$81K – 101
2023
Q3 		$81K Buy
1,899
+1,542
+432% +$68.7K 0.03% 93
2023
Q2 		$15.9K Buy
+357
New +$15.3K 0.01% 132

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Buck Wealth Strategies's BNY Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 557 shares worth $80.5K. The stake represents 0.01% of the portfolio and ranks #288 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in BNY as recently as Q3 2023.

Buck Wealth Strategies first reported a position in BNY in Q2 2023 and has held it in 3 quarters since. The position peaked at $81K in Q3 2023. 1,135 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Buck Wealth Strategies held 557 shares of Bank of New York Mellon worth $80.5K as of Q2 2026.
  • Bank of New York Mellon was a new Buck Wealth Strategies position in Q2 2026.
  • Bank of New York Mellon made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #288 holding.
  • Buck Wealth Strategies first reported a position in Bank of New York Mellon in Q2 2023 and has held it in 3 quarters since.
  • Buck Wealth Strategies's Bank of New York Mellon position peaked at $81K in Q3 2023.
  • 1,135 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.