Congress Wealth Management’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Congress Wealth Management's BNY Position: Q2 2025 in Review
Congress Wealth Management increased its Bank of New York Mellon (BNY) stake by 252% in Q2 2025, buying an estimated $8.39M and bringing the position to 137,925 shares worth $12.6M. The position accounts for 0.12% of the portfolio, ranked #201.
Congress Wealth Management first reported a position in BNY in Q2 2024 and has held it in 5 quarters since. 1,555 funds tracked by Wall St. Rank hold BNY as of Q2 2025.
- Congress Wealth Management held 137,925 shares of Bank of New York Mellon worth $12.6M as of Q2 2025.
- Congress Wealth Management bought 98,759 Bank of New York Mellon shares in Q2 2025, an estimated $8.39M.
- Bank of New York Mellon made up 0.12% of Congress Wealth Management's portfolio in Q2 2025, its #201 holding.
- Congress Wealth Management first reported a position in Bank of New York Mellon in Q2 2024 and has held it in 5 quarters since.
- 1,555 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2025.
Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.