Concord Wealth Partners’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Concord Wealth Partners's BNY Position: Q2 2026 in Review
Concord Wealth Partners opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 78 shares worth $11.3K. The stake represents ﹤0.01% of the portfolio and ranks #556 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in BNY as recently as Q4 2025.
Concord Wealth Partners first reported a position in BNY in Q4 2020 and has held it in 21 quarters since. The position peaked at $198K in Q3 2023. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Concord Wealth Partners held 78 shares of Bank of New York Mellon worth $11.3K as of Q2 2026.
- Bank of New York Mellon was a new Concord Wealth Partners position in Q2 2026.
- Bank of New York Mellon made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #556 holding.
- Concord Wealth Partners first reported a position in Bank of New York Mellon in Q4 2020 and has held it in 21 quarters since.
- Concord Wealth Partners's Bank of New York Mellon position peaked at $198K in Q3 2023.
- 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.