GeoWealth Management’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
GeoWealth Management's BNY Position: Q2 2026 in Review
GeoWealth Management increased its Bank of New York Mellon (BNY) stake by 42% in Q2 2026, buying an estimated $727K and bringing the position to 17,838 shares worth $2.58M. The position accounts for 0.08% of the portfolio, ranked #146.
GeoWealth Management first reported a position in BNY in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.12M in Q3 2025. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- GeoWealth Management held 17,838 shares of Bank of New York Mellon worth $2.58M as of Q2 2026.
- GeoWealth Management bought 5,316 Bank of New York Mellon shares in Q2 2026, an estimated $727K.
- Bank of New York Mellon made up 0.08% of GeoWealth Management's portfolio in Q2 2026, its #146 holding.
- GeoWealth Management first reported a position in Bank of New York Mellon in Q2 2021 and has held it in 21 quarters since.
- GeoWealth Management's Bank of New York Mellon position peaked at $3.12M in Q3 2025.
- 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.