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

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

Empirical Wealth Management increased its Bank of New York Mellon (BNY) stake by 3% in Q2 2026, buying an estimated $724K and bringing the position to 179,269 shares worth $25.9M. The position accounts for 0.38% of the portfolio, ranked #51.

Empirical Wealth Management first reported a position in BNY in Q4 2019 and has held it in 11 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

• Empirical Wealth Management held 179,269 shares of Bank of New York Mellon worth $25.9M as of Q2 2026.
• Empirical Wealth Management bought 5,294 Bank of New York Mellon shares in Q2 2026, an estimated $724K.
• Bank of New York Mellon made up 0.38% of Empirical Wealth Management's portfolio in Q2 2026, its #51 holding.
• Empirical Wealth Management first reported a position in Bank of New York Mellon in Q4 2019 and has held it in 11 quarters since.
• 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.