EWM
BNY

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

Evolution Wealth Management’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 		$4.34K Buy
30
+3
+11% +$410 ﹤0.01% 723
2026
Q1 		$3.2K Sell
27
-112
-81% -$13.3K ﹤0.01% 684
2025
Q4 		$16.1K Buy
+139
New +$15.4K 0.01% 380

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

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

Evolution Wealth Management increased its Bank of New York Mellon (BNY) stake by 11% in Q2 2026, buying an estimated $410 and bringing the position to 30 shares worth $4.34K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Evolution Wealth Management first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. The position peaked at $16.1K in Q4 2025. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Evolution Wealth Management held 30 shares of Bank of New York Mellon worth $4.34K as of Q2 2026.
  • Evolution Wealth Management bought 3 Bank of New York Mellon shares in Q2 2026, an estimated $410.
  • Bank of New York Mellon made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #723 holding.
  • Evolution Wealth Management first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
  • Evolution Wealth Management's Bank of New York Mellon position peaked at $16.1K in Q4 2025.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.