GSWM
BNY

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
2020
Q3 		– Sell
-9
Closed -$2K – 429
2020
Q2 		$2K Buy
+9
New +$329 ﹤0.01% 196

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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. 1,122 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.
  • 1,122 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.