GWP
BNY

Gen-Wealth Partners’s Bank of New York Mellon BNY Stock Holding History

Gen-Wealth Partners’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 		$108K Buy
750
+295
+65% +$40.3K 0.03% 321
2026
Q1 		$54K Buy
455
+5
+1% +$595 0.02% 385
2025
Q4 		$52.2K Sell
450
-36
-7% -$3.98K 0.02% 383
2025
Q3 		$53K Sell
486
-131
-21% -$13.4K 0.02% 383
2025
Q2 		$56.2K Sell
617
-84
-12% -$7.13K 0.02% 329
2025
Q1 		$58.8K Sell
701
-161
-19% -$13.5K 0.02% 324
2024
Q4 		$66.2K Sell
862
-177
-17% -$13.7K 0.03% 338
2024
Q3 		$78.9K Sell
1,039
-5
-0.5% -$329 0.03% 320
2024
Q2 		$62.5K Sell
1,044
-101
-9% -$5.84K 0.03% 358
2024
Q1 		$66K Buy
+1,145
New +$63K 0.03% 350

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

Gen-Wealth Partners's BNY Position: Q2 2026 in Review

Gen-Wealth Partners increased its Bank of New York Mellon (BNY) stake by 65% in Q2 2026, buying an estimated $40.3K and bringing the position to 750 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #321.

Gen-Wealth Partners first reported a position in BNY in Q1 2024 and has held it in 10 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Gen-Wealth Partners held 750 shares of Bank of New York Mellon worth $108K as of Q2 2026.
  • Gen-Wealth Partners bought 295 Bank of New York Mellon shares in Q2 2026, an estimated $40.3K.
  • Bank of New York Mellon made up 0.03% of Gen-Wealth Partners's portfolio in Q2 2026, its #321 holding.
  • Gen-Wealth Partners first reported a position in Bank of New York Mellon in Q1 2024 and has held it in 10 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.