Center for Wealth Management Advisory’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Center for Wealth Management Advisory's BNY Position: Q2 2026 in Review
Center for Wealth Management Advisory increased its Bank of New York Mellon (BNY) stake by 1.9% in Q2 2026, buying an estimated $37.6K and bringing the position to 15,052 shares worth $2.18M. The position accounts for 1.37% of the portfolio, ranked #14.
Center for Wealth Management Advisory first reported a position in BNY in Q1 2026 and has held it in 2 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Center for Wealth Management Advisory held 15,052 shares of Bank of New York Mellon worth $2.18M as of Q2 2026.
- Center for Wealth Management Advisory bought 275 Bank of New York Mellon shares in Q2 2026, an estimated $37.6K.
- Bank of New York Mellon made up 1.37% of Center for Wealth Management Advisory's portfolio in Q2 2026, its #14 holding.
- Center for Wealth Management Advisory first reported a position in Bank of New York Mellon in Q1 2026 and has held it in 2 quarters since.
- 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Center for Wealth Management Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.