Cassaday & Co Wealth Management’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Cassaday & Co Wealth Management's BNY Position: Q2 2026 in Review
Cassaday & Co Wealth Management increased its Bank of New York Mellon (BNY) stake by 5.2% in Q2 2026, buying an estimated $18.6K and bringing the position to 2,757 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #259.
Cassaday & Co Wealth Management first reported a position in BNY in Q2 2025 and has held it in 5 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Cassaday & Co Wealth Management held 2,757 shares of Bank of New York Mellon worth $399K as of Q2 2026.
- Cassaday & Co Wealth Management bought 136 Bank of New York Mellon shares in Q2 2026, an estimated $18.6K.
- Bank of New York Mellon made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #259 holding.
- Cassaday & Co Wealth Management first reported a position in Bank of New York Mellon in Q2 2025 and has held it in 5 quarters since.
- 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.