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

IAG 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	$14.9K	Sell	103 -190	-65%	-$26K	﹤0.01%	344
2026 Q1	$34.8K	Buy	293 +190	+184%	+$22.6K	﹤0.01%	244
2025 Q4	$12K	Hold	103	–	–	﹤0.01%	343
2025 Q3	$11.2K	Hold	103	–	–	﹤0.01%	362
2025 Q2	$9.38K	Hold	103	–	–	﹤0.01%	346
2025 Q1	$8.64K	Hold	103	–	–	﹤0.01%	355
2024 Q4	$7.91K	Hold	103	–	–	﹤0.01%	371
2024 Q3	$7.4K	Hold	103	–	–	﹤0.01%	376
2024 Q2	$6.17K	Buy	+103	New	+$5.96K	﹤0.01%	379

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

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

IAG Wealth Partners reduced its Bank of New York Mellon (BNY) stake by 65% in Q2 2026, selling an estimated $26K and leaving 103 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

IAG Wealth Partners first reported a position in BNY in Q2 2024 and has held it in 9 quarters since. The position peaked at $34.8K in Q1 2026. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

IAG Wealth Partners held 103 shares of Bank of New York Mellon worth $14.9K as of Q2 2026.
IAG Wealth Partners sold 190 Bank of New York Mellon shares in Q2 2026, an estimated $26K.
Bank of New York Mellon made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #344 holding.
IAG Wealth Partners first reported a position in Bank of New York Mellon in Q2 2024 and has held it in 9 quarters since.
IAG Wealth Partners's Bank of New York Mellon position peaked at $34.8K in Q1 2026.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.