EWL
BNY

Emissary Wealth LLC’s Bank of New York Mellon BNY Stock Holding History

Emissary Wealth LLC’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 		$286K Hold
1,978
– – 0.22% 57
2026
Q1 		$235K Sell
1,978
-51
-3% -$6.07K 0.22% 50
2025
Q4 		$236K Buy
+2,029
New +$225K 0.2% 55

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 $3.38T AUM 44.17% 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

Emissary Wealth LLC's BNY Position: Q2 2026 in Review

Emissary Wealth LLC held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 1,978 shares worth $286K. The position accounts for 0.22% of the portfolio, ranked #57.

Emissary Wealth LLC first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Emissary Wealth LLC held 1,978 shares of Bank of New York Mellon worth $286K as of Q2 2026.
  • Emissary Wealth LLC left its Bank of New York Mellon share count unchanged in Q2 2026.
  • Bank of New York Mellon made up 0.22% of Emissary Wealth LLC's portfolio in Q2 2026, its #57 holding.
  • Emissary Wealth LLC first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Emissary Wealth LLC's 13F filing for Q2 2026, filed 28 Jul 2026.