Focused Wealth Management
BNY icon

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

Focused 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
Q3 		$254K Buy
1,759
+36
+2% +$5.66K 0.02% 184
2026
Q2 		$249K Buy
+1,723
New +$236K 0.02% 207
2024
Q1 		– Sell
-1,455
Closed -$75.7K – 294
2023
Q4 		$75.7K Buy
1,455
+7
+0.5% +$322 0.01% 253
2023
Q3 		$61.8K Buy
1,448
+6
+0.4% +$267 0.01% 269
2023
Q2 		$64.2K Buy
1,442
+6
+0.4% +$257 0.01% 270
2023
Q1 		$65.2K Buy
1,436
+5
+0.3% +$242 0.01% 269
2022
Q4 		$65.1K Buy
1,431
+6
+0.4% +$257 0.01% 272
2022
Q3 		$55K Buy
1,425
+6
+0.4% +$256 0.01% 260
2022
Q2 		$59K Buy
1,419
+5
+0.4% +$223 0.01% 271
2022
Q1 		$70K Sell
1,414
-4,280
-75% -$243K 0.01% 266
2021
Q4 		$331K Buy
5,694
+625
+12% +$35.9K 0.05% 119
2021
Q3 		$263K Sell
5,069
-199
-4% -$10.3K 0.04% 144
2021
Q2 		$270K Sell
5,268
-21
-0.4% -$1.05K 0.04% 139
2021
Q1 		$250K Buy
5,289
+19
+0.4% +$836 0.04% 150
2020
Q4 		$224K Sell
5,270
-123
-2% -$4.72K 0.04% 146
2020
Q3 		$185K Sell
5,393
-35
-0.6% -$1.27K 0.04% 147
2020
Q2 		$210K Buy
5,428
+3,155
+139% +$115K 0.05% 131
2020
Q1 		$77K Sell
2,273
-1,076
-32% -$45.2K 0.02% 240
2019
Q4 		$169K Hold
3,349
– – 0.04% 172
2019
Q3 		$151K Sell
3,349
-242
-7% -$10.8K 0.04% 180
2019
Q2 		$159K Buy
+3,591
New +$169K 0.04% 171
2018
Q2 		– Sell
-3,869
Closed -$199K – 668
2018
Q1 		$199K Buy
3,869
+188
+5% +$10.5K 0.06% 155
2017
Q4 		$198K Hold
3,681
– – 0.06% 157
2017
Q3 		$195K Sell
3,681
-70
-2% -$3.67K 0.07% 123
2017
Q2 		$191K Sell
3,751
-765
-17% -$36.6K 0.07% 140
2017
Q1 		$213K Sell
4,516
-42
-0.9% -$1.96K 0.08% 133
2016
Q4 		$216K Buy
4,558
+4
+0.1% +$180 0.09% 137
2016
Q3 		$182K Sell
4,554
-41
-0.9% -$1.64K 0.08% 150
2016
Q2 		$178K Buy
4,595
+10
+0.2% +$398 0.08% 148
2016
Q1 		$169K Sell
4,585
-74
-2% -$2.68K 0.09% 112
2015
Q4 		$192K Buy
4,659
+9
+0.2% +$378 0.11% 110
2015
Q3 		$182K Buy
4,650
+9
+0.2% +$374 0.12% 102
2015
Q2 		$195K Buy
4,641
+9
+0.2% +$383 0.12% 96
2015
Q1 		$186K Buy
4,632
+9
+0.2% +$351 0.11% 103
2014
Q4 		$188K Buy
4,623
+10
+0.2% +$391 0.13% 96
2014
Q3 		$179K Buy
4,613
+10
+0.2% +$389 0.14% 99
2014
Q2 		$173K Buy
4,603
+11
+0.2% +$381 0.14% 94
2014
Q1 		$162K Sell
4,592
-4,571
-50% -$151K 0.14% 96
2013
Q4 		$320K Buy
9,163
+4,592
+100% +$150K 0.27% 65
2013
Q3 		$138K Buy
+4,571
New +$140K 0.13% 105

Other funds holding BNY

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Focused Wealth Management's BNY Position: Q3 2026 in Review

Focused Wealth Management increased its Bank of New York Mellon (BNY) stake by 2.1% in Q3 2026, buying an estimated $5.66K and bringing the position to 1,759 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #184.

Focused Wealth Management first reported a position in BNY in Q3 2013 and has held it in 40 quarters since. The position peaked at $331K in Q4 2021. 1,447 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • Focused Wealth Management held 1,759 shares of Bank of New York Mellon worth $254K as of Q3 2026.
  • Focused Wealth Management bought 36 Bank of New York Mellon shares in Q3 2026, an estimated $5.66K.
  • Bank of New York Mellon made up 0.02% of Focused Wealth Management's portfolio in Q3 2026, its #184 holding.
  • Focused Wealth Management first reported a position in Bank of New York Mellon in Q3 2013 and has held it in 40 quarters since.
  • Focused Wealth Management's Bank of New York Mellon position peaked at $331K in Q4 2021.
  • 1,447 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Focused Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.