Guardian Wealth Advisors (North Carolina)’s Bank of New York Mellon BNY Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$715K	Buy	4,943 +12	+0.2%	+$1.64K	0.04%	192
2026 Q1	$585K	Sell	4,931 -17	-0.3%	-$2.02K	0.04%	197
2025 Q4	$574K	Hold	4,948	–	–	0.04%	203
2025 Q3	$539K	Sell	4,948 -9	-0.2%	-$918	0.04%	197
2025 Q2	$452K	Buy	4,957 +2,523	+104%	+$214K	0.03%	210
2025 Q1	$204K	Buy	+2,434	New	+$205K	0.02%	313

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

Guardian Wealth Advisors (North Carolina)'s BNY Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Bank of New York Mellon (BNY) stake by 0.24% in Q2 2026, buying an estimated $1.64K and bringing the position to 4,943 shares worth $715K. The position accounts for 0.04% of the portfolio, ranked #192.

Guardian Wealth Advisors (North Carolina) first reported a position in BNY in Q1 2025 and has held it in 6 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 4,943 shares of Bank of New York Mellon worth $715K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 12 Bank of New York Mellon shares in Q2 2026, an estimated $1.64K.
Bank of New York Mellon made up 0.04% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #192 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Bank of New York Mellon in Q1 2025 and has held it in 6 quarters since.
1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.