Graves Light Lenhart Wealth’s Bank of New York Mellon BNY Stock Holding History

Graves Light Lenhart Wealth’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	$226K	Buy	+1,566	New	+$214K	0.02%	188
2022 Q3	–	Sell	-143	Closed	-$6K	–	211
2022 Q2	$6K	Hold	143	–	–	﹤0.01%	520
2022 Q1	$7K	Hold	143	–	–	﹤0.01%	566
2021 Q4	$8K	Hold	143	–	–	﹤0.01%	621
2021 Q3	$7K	Hold	143	–	–	﹤0.01%	614
2021 Q2	$7K	Hold	143	–	–	﹤0.01%	596
2021 Q1	$7K	Sell	143 -150	-51%	-$6.6K	﹤0.01%	613
2020 Q4	$12K	Buy	+293	New	+$11.3K	﹤0.01%	537

Other funds holding BNY

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Graves Light Lenhart Wealth's BNY Position: Q2 2026 in Review

Graves Light Lenhart Wealth opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 1,566 shares worth $226K. The stake represents 0.02% of the portfolio and ranks #188 among its holdings. This is a return to the name: Graves Light Lenhart Wealth previously reported a position in BNY as recently as Q2 2022.

Graves Light Lenhart Wealth first reported a position in BNY in Q4 2020 and has held it in 8 quarters since. 311 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Graves Light Lenhart Wealth held 1,566 shares of Bank of New York Mellon worth $226K as of Q2 2026.
Bank of New York Mellon was a new Graves Light Lenhart Wealth position in Q2 2026.
Bank of New York Mellon made up 0.02% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #188 holding.
Graves Light Lenhart Wealth first reported a position in Bank of New York Mellon in Q4 2020 and has held it in 8 quarters since.
311 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.