High Note Wealth’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
$26.8K Buy
185
+29
+19% +$3.96K ﹤0.01% 250
2026
Q1
$18.5K Buy
156
+30
+24% +$3.57K ﹤0.01% 291
2025
Q4
$14.6K Buy
126
+47
+59% +$5.2K ﹤0.01% 294
2025
Q3
$8.61K Buy
79
+3
+4% +$306 ﹤0.01% 341
2025
Q2
$6.92K Hold
76
﹤0.01% 345
2025
Q1
$6.37K Hold
76
﹤0.01% 355
2024
Q4
$5.84K Buy
+76
New +$5.87K ﹤0.01% 385

Other funds holding BNY

High Note Wealth's BNY Position: Q2 2026 in Review

High Note Wealth increased its Bank of New York Mellon (BNY) stake by 19% in Q2 2026, buying an estimated $3.96K and bringing the position to 185 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

High Note Wealth first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • High Note Wealth held 185 shares of Bank of New York Mellon worth $26.8K as of Q2 2026.
  • High Note Wealth bought 29 Bank of New York Mellon shares in Q2 2026, an estimated $3.96K.
  • Bank of New York Mellon made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #250 holding.
  • High Note Wealth first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.