Diversify Wealth Management’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Diversify Wealth Management's BNY Position: Q2 2026 in Review
Diversify Wealth Management increased its Bank of New York Mellon (BNY) stake by 113% in Q2 2026, buying an estimated $1.22M and bringing the position to 16,877 shares worth $2.66M. The position accounts for 0.04% of the portfolio, ranked #326.
Diversify Wealth Management first reported a position in BNY in Q1 2026 and has held it in 2 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Diversify Wealth Management held 16,877 shares of Bank of New York Mellon worth $2.66M as of Q2 2026.
- Diversify Wealth Management bought 8,959 Bank of New York Mellon shares in Q2 2026, an estimated $1.22M.
- Bank of New York Mellon made up 0.04% of Diversify Wealth Management's portfolio in Q2 2026, its #326 holding.
- Diversify Wealth Management first reported a position in Bank of New York Mellon in Q1 2026 and has held it in 2 quarters since.
- 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.