Golden State Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Golden State Wealth 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	$6.57K	Buy	45 +15	+50%	+$2.05K	﹤0.01%	1204
2026 Q1	$3.59K	Hold	30	–	–	﹤0.01%	1272
2025 Q4	$3.5K	Hold	30	–	–	﹤0.01%	1301
2025 Q3	$3.27K	Sell	30 -105	-78%	-$10.7K	﹤0.01%	1319
2025 Q2	$12.4K	Buy	135 +30	+29%	+$2.55K	﹤0.01%	1023
2025 Q1	$8.84K	Sell	105 -20	-16%	-$1.68K	﹤0.01%	1027
2024 Q4	$9.66K	Buy	+125	New	+$9.66K	﹤0.01%	974
2020 Q3	–	Sell	-6,246	Closed	-$241K	–	430
2020 Q2	$241K	Buy	6,246 +680	+12%	+$24.9K	0.08%	158
2020 Q1	$187K	Buy	+5,566	New	+$234K	0.08%	164
2019 Q4	–	Sell	-5,566	Closed	-$252K	–	145
2019 Q3	$252K	Buy	5,566 +5,270	+1,780%	+$235K	0.08%	177
2019 Q2	$13K	Hold	296	–	–	﹤0.01%	688
2019 Q1	$15K	Buy	+296	New	+$15.3K	0.01%	678

Other funds holding BNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Golden State Wealth Management's BNY Position: Q2 2026 in Review

Golden State Wealth Management increased its Bank of New York Mellon (BNY) stake by 50% in Q2 2026, buying an estimated $2.05K and bringing the position to 45 shares worth $6.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Golden State Wealth Management first reported a position in BNY in Q1 2019 and has held it in 12 quarters since. The position peaked at $252K in Q3 2019. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Golden State Wealth Management held 45 shares of Bank of New York Mellon worth $6.57K as of Q2 2026.
Golden State Wealth Management bought 15 Bank of New York Mellon shares in Q2 2026, an estimated $2.05K.
Bank of New York Mellon made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1204 holding.
Golden State Wealth Management first reported a position in Bank of New York Mellon in Q1 2019 and has held it in 12 quarters since.
Golden State Wealth Management's Bank of New York Mellon position peaked at $252K in Q3 2019.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.