Destination Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Destination Wealth Management’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	$396K	Buy	2,739 +493	+22%	+$67.4K	0.01%	240
2026 Q1	$266K	Buy	2,246 +117	+5%	+$13.9K	0.01%	272
2025 Q4	$247K	Buy	2,129 +30	+1%	+$3.32K	0.01%	265
2025 Q3	$229K	Buy	+2,099	New	+$214K	0.01%	247
2019 Q3	–	Sell	-675	Closed	-$30K	–	182
2019 Q2	$30K	Sell	675 -40	-6%	-$1.88K	﹤0.01%	339
2019 Q1	$36K	Sell	715 -52	-7%	-$2.68K	﹤0.01%	310
2018 Q4	$36K	Buy	767 +675	+734%	+$32.8K	﹤0.01%	297
2018 Q3	$5K	Sell	92 -1,247	-93%	-$65.6K	﹤0.01%	512
2018 Q2	$72K	Buy	1,339 +1,212	+954%	+$66.9K	﹤0.01%	223
2018 Q1	$7K	Buy	+127	New	+$7.06K	﹤0.01%	423

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

Destination Wealth Management's BNY Position: Q2 2026 in Review

Destination Wealth Management increased its Bank of New York Mellon (BNY) stake by 22% in Q2 2026, buying an estimated $67.4K and bringing the position to 2,739 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #240.

Destination Wealth Management first reported a position in BNY in Q1 2018 and has held it in 10 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Destination Wealth Management held 2,739 shares of Bank of New York Mellon worth $396K as of Q2 2026.
Destination Wealth Management bought 493 Bank of New York Mellon shares in Q2 2026, an estimated $67.4K.
Bank of New York Mellon made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #240 holding.
Destination Wealth Management first reported a position in Bank of New York Mellon in Q1 2018 and has held it in 10 quarters since.
1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.