EW
BNY

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
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

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. 1,877 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.
  • 1,877 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.