EP Wealth Advisors’s Bank of New York Mellon BNY Stock Holding History

EP Wealth Advisors’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	$1.97M	Buy	13,650 +5,176	+61%	+$708K	0.01%	576
2026 Q1	$1.01M	Sell	8,474 -943	-10%	-$112K	﹤0.01%	642
2025 Q4	$1.09M	Buy	+9,417	New	+$1.04M	0.01%	598
2025 Q2	$868K	Buy	9,526 +2,865	+43%	+$243K	0.01%	597
2025 Q1	$559K	Buy	6,661 +102	+2%	+$8.57K	﹤0.01%	669
2024 Q4	$504K	Buy	6,559 +1,622	+33%	+$125K	﹤0.01%	692
2024 Q3	$355K	Buy	4,937 +1,038	+27%	+$68.3K	﹤0.01%	803
2024 Q2	$234K	Buy	+3,899	New	+$226K	﹤0.01%	721
2019 Q1	–	Sell	-11,851	Closed	-$558K	–	245
2018 Q4	$558K	Sell	11,851 -44,549	-79%	-$2.16M	0.04%	170
2018 Q3	$2.88M	Sell	56,400 -661	-1%	-$34.8K	0.22%	61
2018 Q2	$3.08M	Sell	57,061 -415	-0.7%	-$22.9K	0.29%	51
2018 Q1	$2.96M	Buy	+57,476	New	+$3.2M	0.29%	53

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

EP Wealth Advisors's BNY Position: Q2 2026 in Review

EP Wealth Advisors increased its Bank of New York Mellon (BNY) stake by 61% in Q2 2026, buying an estimated $708K and bringing the position to 13,650 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #576.

EP Wealth Advisors first reported a position in BNY in Q1 2018 and has held it in 12 quarters since. The position peaked at $3.08M in Q2 2018. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

EP Wealth Advisors held 13,650 shares of Bank of New York Mellon worth $1.97M as of Q2 2026.
EP Wealth Advisors bought 5,176 Bank of New York Mellon shares in Q2 2026, an estimated $708K.
Bank of New York Mellon made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #576 holding.
EP Wealth Advisors first reported a position in Bank of New York Mellon in Q1 2018 and has held it in 12 quarters since.
EP Wealth Advisors's Bank of New York Mellon position peaked at $3.08M in Q2 2018.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.