CWP
BNY

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

Clark 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 		$13.2K Hold
91
– – 0.01% 206
2026
Q1 		$10.8K Hold
91
– – 0.01% 240
2025
Q4 		$10.6K Hold
91
– – 0.01% 232
2025
Q3 		$10.6K Hold
91
– – 0.01% 232
2025
Q2 		$8.29K Buy
91
+42
+86% +$3.57K 0.01% 230
2025
Q1 		$4.11K Buy
49
+3
+7% +$252 ﹤0.01% 288
2024
Q4 		$3.53K Buy
+46
New +$3.56K ﹤0.01% 286

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 $3.38T AUM 44.17% 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

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

Clark Wealth Partners held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 91 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #206.

Clark Wealth Partners first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Clark Wealth Partners held 91 shares of Bank of New York Mellon worth $13.2K as of Q2 2026.
  • Clark Wealth Partners left its Bank of New York Mellon share count unchanged in Q2 2026.
  • Bank of New York Mellon made up 0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #206 holding.
  • Clark Wealth Partners first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.