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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.08M Sell
7,469
-1,547
-17% -$212K 0.06% 215
2026
Q1
$1.07M Buy
9,016
+688
+8% +$81.8K 0.04% 229
2025
Q4
$967K Sell
8,328
-1,900
-19% -$210K 0.04% 241
2025
Q3
$1.11M Buy
10,228
+6,476
+173% +$660K 0.04% 304
2025
Q2
$342K Buy
+3,752
New +$319K 0.03% 406
2024
Q4
Sell
-5,959
Closed -$428K 291
2024
Q3
$428K Buy
+5,959
New +$392K 0.07% 211

Other funds holding BNY

GC Wealth Management RIA's BNY Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Bank of New York Mellon (BNY) stake by 17% in Q2 2026, selling an estimated $212K and leaving 7,469 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #215.

GC Wealth Management RIA first reported a position in BNY in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.11M in Q3 2025. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • GC Wealth Management RIA held 7,469 shares of Bank of New York Mellon worth $1.08M as of Q2 2026.
  • GC Wealth Management RIA sold 1,547 Bank of New York Mellon shares in Q2 2026, an estimated $212K.
  • Bank of New York Mellon made up 0.06% of GC Wealth Management RIA's portfolio in Q2 2026, its #215 holding.
  • GC Wealth Management RIA first reported a position in Bank of New York Mellon in Q3 2024 and has held it in 6 quarters since.
  • GC Wealth Management RIA's Bank of New York Mellon position peaked at $1.11M in Q3 2025.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.