GPW
BNY

Genesis Private Wealth’s Bank of New York Mellon BNY Stock Holding History

Genesis Private Wealth’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 		$230K Buy
+1,593
New +$218K 0.06% 174

Other funds holding BNY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Genesis Private Wealth's BNY Position: Q2 2026 in Review

Genesis Private Wealth opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 1,593 shares worth $230K. The stake represents 0.06% of the portfolio and ranks #174 among its holdings.

405 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Genesis Private Wealth held 1,593 shares of Bank of New York Mellon worth $230K as of Q2 2026.
  • Bank of New York Mellon was a new Genesis Private Wealth position in Q2 2026.
  • Bank of New York Mellon made up 0.06% of Genesis Private Wealth's portfolio in Q2 2026, its #174 holding.
  • 405 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.