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

Curated 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	$297K	Buy	+107,777	New	+$14.7M	0.04%	417

Other funds holding BNY

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Curated Wealth Partners opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 107,777 shares worth $297K. The stake represents 0.04% of the portfolio and ranks #417 among its holdings.

643 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Curated Wealth Partners held 107,777 shares of Bank of New York Mellon worth $297K as of Q2 2026.
Bank of New York Mellon was a new Curated Wealth Partners position in Q2 2026.
Bank of New York Mellon made up 0.04% of Curated Wealth Partners's portfolio in Q2 2026, its #417 holding.
643 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

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