Global Retirement Partners’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.69M | Buy |
+18,594
| New | +$2.54M | 0.04% | 399 |
|
|
2025
Q4 | $1.28M | Buy |
11,065
+5,773
| +109% | +$639K | 0.02% | 578 |
|
|
2025
Q3 | $577K | Sell |
5,292
-32
| -0.6% | -$3.26K | 0.01% | 723 |
|
|
2025
Q2 | $485K | Buy |
+5,324
| New | +$452K | 0.01% | 727 |
|
|
2024
Q4 | $492K | Buy |
6,408
+985
| +18% | +$76.1K | 0.01% | 636 |
|
|
2024
Q3 | $390K | Buy |
5,423
+86
| +2% | +$5.66K | 0.01% | 708 |
|
|
2024
Q2 | $320K | Buy |
5,337
+1,193
| +29% | +$69K | 0.01% | 722 |
|
|
2024
Q1 | $239K | Buy |
4,144
+120
| +3% | +$6.61K | 0.01% | 732 |
|
|
2023
Q4 | $223K | Buy |
4,024
+1,368
| +52% | +$63K | 0.01% | 720 |
|
|
2023
Q3 | $110K | Sell |
2,656
-602
| -18% | -$26.8K | 0.01% | 897 |
|
|
2023
Q2 | $145K | Sell |
3,258
-730
| -18% | -$31.3K | 0.01% | 807 |
|
|
2023
Q1 | $163K | Buy |
3,988
+2,902
| +267% | +$141K | 0.01% | 746 |
|
|
2022
Q4 | $49.4K | Sell |
1,086
-370
| -25% | -$15.9K | ﹤0.01% | 1089 |
|
|
2022
Q3 | $61K | Sell |
1,456
-98
| -6% | -$4.18K | ﹤0.01% | 937 |
|
|
2022
Q2 | $65K | Buy |
1,554
+152
| +11% | +$6.77K | 0.01% | 893 |
|
|
2022
Q1 | $62K | Buy |
+1,402
| New | +$79.7K | ﹤0.01% | 908 |
|
|
2021
Q4 | – | Sell |
-1,225
| Closed | -$64K | – | 397 |
|
|
2021
Q3 | $64K | Buy |
1,225
+26
| +2% | +$1.35K | 0.01% | 774 |
|
|
2021
Q2 | $61K | Buy |
1,199
+26
| +2% | +$1.3K | 0.01% | 772 |
|
|
2021
Q1 | $55K | Buy |
1,173
+1
| +0.1% | +$44 | 0.01% | 749 |
|
|
2020
Q4 | $50K | Buy |
1,172
+353
| +43% | +$13.6K | 0.01% | 724 |
|
|
2020
Q3 | $28K | Buy |
819
+18
| +2% | +$655 | ﹤0.01% | 811 |
|
|
2020
Q2 | $31K | Buy |
801
+79
| +11% | +$2.89K | ﹤0.01% | 757 |
|
|
2020
Q1 | $24K | Sell |
722
-13
| -2% | -$546 | ﹤0.01% | 745 |
|
|
2019
Q4 | $37K | Buy |
735
+31
| +4% | +$1.48K | 0.01% | 718 |
|
|
2019
Q3 | $32K | Buy |
704
+92
| +15% | +$4.1K | 0.01% | 737 |
|
|
2019
Q2 | $27K | Buy |
612
+56
| +10% | +$2.63K | 0.01% | 785 |
|
|
2019
Q1 | $28K | Buy |
556
+160
| +40% | +$8.25K | 0.01% | 714 |
|
|
2018
Q4 | $19K | Buy |
396
+362
| +1,065% | +$17.6K | ﹤0.01% | 753 |
|
|
2018
Q3 | $2K | Sell |
34
-8
| -19% | -$421 | ﹤0.01% | 1379 |
|
|
2018
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 1368 |
|
|
2018
Q1 | $2K | Buy |
+42
| New | +$2.34K | ﹤0.01% | 1320 |
|
Other funds holding BNY
Global Retirement Partners's BNY Position: Q2 2026 in Review
Global Retirement Partners opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 18,594 shares worth $2.69M. The stake represents 0.04% of the portfolio and ranks #399 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BNY as recently as Q4 2025.
Global Retirement Partners first reported a position in BNY in Q1 2018 and has held it in 31 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Global Retirement Partners held 18,594 shares of Bank of New York Mellon worth $2.69M as of Q2 2026.
- Bank of New York Mellon was a new Global Retirement Partners position in Q2 2026.
- Bank of New York Mellon made up 0.04% of Global Retirement Partners's portfolio in Q2 2026, its #399 holding.
- Global Retirement Partners first reported a position in Bank of New York Mellon in Q1 2018 and has held it in 31 quarters since.
- 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.