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

Cyndeo 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	$747K	Buy	5,164 +1,041	+25%	+$142K	0.04%	294
2026 Q1	$489K	Sell	4,123 -450	-10%	-$53.5K	0.03%	332
2025 Q4	$531K	Hold	4,573	–	–	0.03%	311
2025 Q3	$498K	Sell	4,573 -1,000	-18%	-$102K	0.03%	309
2025 Q2	$508K	Sell	5,573 -117	-2%	-$9.94K	0.03%	303
2025 Q1	$477K	Buy	5,690 +42	+0.7%	+$3.53K	0.03%	304
2024 Q4	$434K	Sell	5,648 -53	-0.9%	-$4.1K	0.03%	317
2024 Q3	$410K	Buy	5,701 +282	+5%	+$18.5K	0.03%	323
2024 Q2	$325K	Buy	5,419 +935	+21%	+$54.1K	0.03%	327
2024 Q1	$258K	Sell	4,484 -324	-7%	-$17.8K	0.02%	341
2023 Q4	$250K	Buy	+4,808	New	+$221K	0.02%	326

Other funds holding BNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Cyndeo Wealth Partners increased its Bank of New York Mellon (BNY) stake by 25% in Q2 2026, buying an estimated $142K and bringing the position to 5,164 shares worth $747K. The position accounts for 0.04% of the portfolio, ranked #294.

Cyndeo Wealth Partners first reported a position in BNY in Q4 2023 and has held it in 11 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Cyndeo Wealth Partners held 5,164 shares of Bank of New York Mellon worth $747K as of Q2 2026.
Cyndeo Wealth Partners bought 1,041 Bank of New York Mellon shares in Q2 2026, an estimated $142K.
Bank of New York Mellon made up 0.04% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #294 holding.
Cyndeo Wealth Partners first reported a position in Bank of New York Mellon in Q4 2023 and has held it in 11 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.