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

Destiny 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	–	Sell	-427	Closed	-$50.7K	–	277
2026 Q1	$50.7K	Buy	+427	New	+$50.8K	0.01%	434
2023 Q1	–	Sell	-883	Closed	-$40.2K	–	230
2022 Q4	$40.2K	Buy	883 +183	+26%	+$7.85K	0.01%	319
2022 Q3	$27K	Hold	700	–	–	0.01%	327
2022 Q2	$29K	Hold	700	–	–	0.01%	326
2022 Q1	$35K	Hold	700	–	–	0.01%	347
2021 Q4	$41K	Hold	700	–	–	0.01%	336
2021 Q3	$36K	Buy	+700	New	+$36.4K	0.01%	332
2021 Q2	–	Sell	-700	Closed	-$33K	–	216
2021 Q1	$33K	Hold	700	–	–	0.01%	325
2020 Q4	$30K	Buy	+700	New	+$26.9K	0.01%	330

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

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

Destiny Wealth Partners sold out of Bank of New York Mellon (BNY) in Q2 2026, closing a stake of 427 shares — an estimated $50.7K sold.

Destiny Wealth Partners first reported a position in BNY in Q4 2020 and held it in 9 quarters. The position peaked at $50.7K in Q1 2026. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Destiny Wealth Partners reported no remaining Bank of New York Mellon position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 427 Bank of New York Mellon shares in Q2 2026, an estimated $50.7K.
Destiny Wealth Partners first reported a position in Bank of New York Mellon in Q4 2020 and held it in 9 quarters.
Destiny Wealth Partners's Bank of New York Mellon position peaked at $50.7K in Q1 2026.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.