DW30
BNY

Drucker Wealth 3.0’s Bank of New York Mellon BNY Stock Holding History

Drucker Wealth 3.0’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 		$890K Sell
6,155
-130
-2% -$17.8K 0.14% 125
2026
Q1 		$746K Buy
6,285
+22
+0.4% +$2.62K 0.13% 128
2025
Q4 		$727K Sell
6,263
-263
-4% -$29.1K 0.13% 129
2025
Q3 		$711K Sell
6,526
-850
-12% -$86.7K 0.13% 130
2025
Q2 		$686K Sell
7,376
-1,465
-17% -$124K 0.13% 125
2025
Q1 		$741K Sell
8,841
-1,110
-11% -$93.3K 0.16% 87
2024
Q4 		$765K Sell
9,951
-887
-8% -$68.6K 0.18% 93
2024
Q3 		$779K Buy
10,838
+396
+4% +$26K 0.19% 93
2024
Q2 		$625K Buy
+10,442
New +$604K 0.17% 98

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Drucker Wealth 3.0's BNY Position: Q2 2026 in Review

Drucker Wealth 3.0 reduced its Bank of New York Mellon (BNY) stake by 2.1% in Q2 2026, selling an estimated $17.8K and leaving 6,155 shares worth $890K. The position accounts for 0.14% of the portfolio, ranked #125.

Drucker Wealth 3.0 first reported a position in BNY in Q2 2024 and has held it in 9 quarters since. 1,879 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Drucker Wealth 3.0 held 6,155 shares of Bank of New York Mellon worth $890K as of Q2 2026.
  • Drucker Wealth 3.0 sold 130 Bank of New York Mellon shares in Q2 2026, an estimated $17.8K.
  • Bank of New York Mellon made up 0.14% of Drucker Wealth 3.0's portfolio in Q2 2026, its #125 holding.
  • Drucker Wealth 3.0 first reported a position in Bank of New York Mellon in Q2 2024 and has held it in 9 quarters since.
  • 1,879 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.