GKWIM
BNY

Gerber Kawasaki Wealth & Investment Management’s Bank of New York Mellon BNY Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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 		$364K Buy
2,518
+112
+5% +$15.3K 0.01% 276
2026
Q1 		$286K Buy
2,406
+45
+2% +$5.35K 0.01% 291
2025
Q4 		$274K Buy
+2,361
New +$261K 0.01% 296
2021
Q4 		– Sell
-1,673
Closed -$86K – 380
2021
Q3 		$86K Buy
+1,673
New +$87K 0.01% 257

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 $3.38T AUM 44.17% 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

Gerber Kawasaki Wealth & Investment Management's BNY Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Bank of New York Mellon (BNY) stake by 4.7% in Q2 2026, buying an estimated $15.3K and bringing the position to 2,518 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #276.

Gerber Kawasaki Wealth & Investment Management first reported a position in BNY in Q3 2021 and has held it in 4 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 2,518 shares of Bank of New York Mellon worth $364K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 112 Bank of New York Mellon shares in Q2 2026, an estimated $15.3K.
  • Bank of New York Mellon made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #276 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Bank of New York Mellon in Q3 2021 and has held it in 4 quarters since.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.