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

Evoke Wealth’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	–	Sell	-4,405	Closed	-$523K	–	78
2026 Q1	$523K	Sell	4,405 -185	-4%	-$22K	0.01%	396
2025 Q4	$533K	Buy	4,590 +842	+22%	+$93.2K	0.01%	374
2025 Q3	$408K	Buy	3,748 +657	+21%	+$67K	0.01%	416
2025 Q2	$282K	Buy	+3,091	New	+$262K	0.01%	467
2022 Q4	–	Sell	-654	Closed	-$25K	–	457
2022 Q3	$25K	Sell	654 -6	-0.9%	-$256	﹤0.01%	608
2022 Q2	$28K	Buy	660 +14	+2%	+$624	﹤0.01%	601
2022 Q1	$32K	Buy	646 +52	+9%	+$2.96K	﹤0.01%	578
2021 Q4	$34K	Hold	594	–	–	﹤0.01%	586
2021 Q3	$30K	Hold	594	–	–	﹤0.01%	571
2021 Q2	$30K	Sell	594 -88	-13%	-$4.4K	﹤0.01%	581
2021 Q1	$32K	Buy	682 +53	+8%	+$2.33K	﹤0.01%	510
2020 Q4	$27K	Hold	629	–	–	﹤0.01%	453
2020 Q3	$22K	Sell	629 -24	-4%	-$874	﹤0.01%	463
2020 Q2	$25K	Buy	653 +28	+4%	+$1.02K	﹤0.01%	436
2020 Q1	$21K	Sell	625 -4,820	-89%	-$202K	﹤0.01%	432
2019 Q4	$274K	Sell	5,445 -2,859	-34%	-$136K	0.03%	187
2019 Q3	$375K	Buy	+8,304	New	+$370K	0.05%	171

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 $3.38T AUM 44.17% 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

Evoke Wealth's BNY Position: Q2 2026 in Review

Evoke Wealth sold out of Bank of New York Mellon (BNY) in Q2 2026, closing a stake of 4,405 shares — an estimated $523K sold.

Evoke Wealth first reported a position in BNY in Q3 2019 and held it in 17 quarters. The position peaked at $533K in Q4 2025. 1,885 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Evoke Wealth reported no remaining Bank of New York Mellon position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 4,405 Bank of New York Mellon shares in Q2 2026, an estimated $523K.
Evoke Wealth first reported a position in Bank of New York Mellon in Q3 2019 and held it in 17 quarters.
Evoke Wealth's Bank of New York Mellon position peaked at $533K in Q4 2025.
1,885 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.