Highline Wealth Partners’s Bank of New York Mellon BNY Stock Holding History

Highline Wealth Partners’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	$31.4K	Buy	217 +52	+32%	+$7.11K	0.01%	310
2026 Q1	$19.6K	Buy	165 +27	+20%	+$3.21K	0.01%	298
2025 Q4	$16K	Hold	138	–	–	﹤0.01%	300
2025 Q3	$15K	Hold	138	–	–	﹤0.01%	333
2025 Q2	$12.6K	Buy	138 +2	+1%	+$170	﹤0.01%	299
2025 Q1	$11.4K	Buy	136 +56	+70%	+$4.71K	﹤0.01%	288
2024 Q4	$6.15K	Buy	80 +39	+95%	+$3.01K	﹤0.01%	311
2024 Q3	$2.95K	Buy	41 +20	+95%	+$1.31K	﹤0.01%	413
2024 Q2	$1.26K	Buy	+21	New	+$1.22K	﹤0.01%	440
2023 Q4	–	Hold	0	–	–	–	414
2023 Q3	–	Hold	0	–	–	–	396
2023 Q2	–	Sell	-3	Closed	-$129	–	339
2023 Q1	$136	Buy	+3	New	+$145	﹤0.01%	331

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

Highline Wealth Partners's BNY Position: Q2 2026 in Review

Highline Wealth Partners increased its Bank of New York Mellon (BNY) stake by 32% in Q2 2026, buying an estimated $7.11K and bringing the position to 217 shares worth $31.4K. The position accounts for 0.01% of the portfolio, ranked #310.

Highline Wealth Partners first reported a position in BNY in Q1 2023 and has held it in 10 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Highline Wealth Partners held 217 shares of Bank of New York Mellon worth $31.4K as of Q2 2026.
Highline Wealth Partners bought 52 Bank of New York Mellon shares in Q2 2026, an estimated $7.11K.
Bank of New York Mellon made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #310 holding.
Highline Wealth Partners first reported a position in Bank of New York Mellon in Q1 2023 and has held it in 10 quarters since.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.