Evolve Private Wealth’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Evolve Private Wealth's BNY Position: Q2 2026 in Review
Evolve Private Wealth reduced its Bank of New York Mellon (BNY) stake by 37% in Q2 2026, selling an estimated $284K and leaving 3,609 shares worth $522K. The position accounts for 0.03% of the portfolio, ranked #500.
Evolve Private Wealth first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. The position peaked at $675K in Q1 2026. 1,874 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Evolve Private Wealth held 3,609 shares of Bank of New York Mellon worth $522K as of Q2 2026.
- Evolve Private Wealth sold 2,080 Bank of New York Mellon shares in Q2 2026, an estimated $284K.
- Bank of New York Mellon made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #500 holding.
- Evolve Private Wealth first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
- Evolve Private Wealth's Bank of New York Mellon position peaked at $675K in Q1 2026.
- 1,874 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.