Genesis Private Wealth
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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
Q3 		– Sell
-1,593
Closed -$230K – 184
2026
Q2 		$230K Buy
+1,593
New +$218K 0.06% 174

Other funds holding BNY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Genesis Private Wealth's BNY Position: Q3 2026 in Review

Genesis Private Wealth sold out of Bank of New York Mellon (BNY) in Q3 2026, closing a stake of 1,593 shares — an estimated $230K sold.

Genesis Private Wealth first reported a position in BNY in Q2 2026 and held it in 1 quarter. The position peaked at $230K in Q2 2026. 1,010 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • Genesis Private Wealth reported no remaining Bank of New York Mellon position as of Q3 2026 after selling out during the quarter.
  • Genesis Private Wealth sold 1,593 Bank of New York Mellon shares in Q3 2026, an estimated $230K.
  • Genesis Private Wealth first reported a position in Bank of New York Mellon in Q2 2026 and held it in 1 quarter.
  • Genesis Private Wealth's Bank of New York Mellon position peaked at $230K in Q2 2026.
  • 1,010 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Genesis Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.