IBEX Wealth Advisors’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
IBEX Wealth Advisors's BNY Position: Q2 2026 in Review
IBEX Wealth Advisors increased its Bank of New York Mellon (BNY) stake by 10% in Q2 2026, buying an estimated $810K and bringing the position to 64,931 shares worth $9.39M. The position accounts for 0.74% of the portfolio, ranked #48.
IBEX Wealth Advisors first reported a position in BNY in Q2 2025 and has held it in 5 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- IBEX Wealth Advisors held 64,931 shares of Bank of New York Mellon worth $9.39M as of Q2 2026.
- IBEX Wealth Advisors bought 5,927 Bank of New York Mellon shares in Q2 2026, an estimated $810K.
- Bank of New York Mellon made up 0.74% of IBEX Wealth Advisors's portfolio in Q2 2026, its #48 holding.
- IBEX Wealth Advisors first reported a position in Bank of New York Mellon in Q2 2025 and has held it in 5 quarters since.
- 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.