Clear Wave Wealth Management’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Clear Wave Wealth Management's BNY Position: Q2 2026 in Review
Clear Wave Wealth Management increased its Bank of New York Mellon (BNY) stake by 2.1% in Q2 2026, buying an estimated $7.79K and bringing the position to 2,744 shares worth $397K. The position accounts for 0.07% of the portfolio, ranked #109.
Clear Wave Wealth Management first reported a position in BNY in Q1 2026 and has held it in 2 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Clear Wave Wealth Management held 2,744 shares of Bank of New York Mellon worth $397K as of Q2 2026.
- Clear Wave Wealth Management bought 57 Bank of New York Mellon shares in Q2 2026, an estimated $7.79K.
- Bank of New York Mellon made up 0.07% of Clear Wave Wealth Management's portfolio in Q2 2026, its #109 holding.
- Clear Wave Wealth Management first reported a position in Bank of New York Mellon in Q1 2026 and has held it in 2 quarters since.
- 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Clear Wave Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.