IHT Wealth Management’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
$2.42M Sell
16,745
-438
-3% -$59.9K 0.05% 349
2026
Q1
$2.04M Buy
17,183
+366
+2% +$43.5K 0.05% 368
2025
Q4
$1.95M Buy
16,817
+2,616
+18% +$289K 0.05% 349
2025
Q3
$1.55M Buy
14,201
+99
+0.7% +$10.1K 0.04% 399
2025
Q2
$1.28M Sell
14,102
-7
-0% -$594 0.04% 431
2025
Q1
$1.18M Buy
14,109
+858
+6% +$72.1K 0.04% 428
2024
Q4
$1.02M Sell
13,251
-949
-7% -$73.4K 0.03% 447
2024
Q3
$1.02M Buy
14,200
+917
+7% +$60.3K 0.03% 496
2024
Q2
$796K Buy
13,283
+390
+3% +$22.6K 0.03% 490
2024
Q1
$743K Buy
12,893
+1,470
+13% +$80.9K 0.03% 508
2023
Q4
$595K Sell
11,423
-1,933
-14% -$89K 0.03% 538
2023
Q3
$570K Buy
13,356
+495
+4% +$22.1K 0.03% 517
2023
Q2
$573K Buy
12,861
+3,750
+41% +$161K 0.03% 501
2023
Q1
$414K Sell
9,111
-1,680
-16% -$81.5K 0.02% 570
2022
Q4
$491K Sell
10,791
-443
-4% -$19K 0.03% 499
2022
Q3
$433K Buy
11,234
+3,095
+38% +$132K 0.03% 498
2022
Q2
$339K Buy
8,139
+129
+2% +$5.75K 0.03% 491
2022
Q1
$398K Sell
8,010
-150
-2% -$8.53K 0.03% 486
2021
Q4
$474K Buy
8,160
+282
+4% +$16.2K 0.03% 456
2021
Q3
$408K Sell
7,878
-1,588
-17% -$82.5K 0.03% 492
2021
Q2
$485K Buy
+9,466
New +$474K 0.03% 539
2018
Q2
Sell
-177
Closed -$9K 519
2018
Q1
$9K Hold
177
﹤0.01% 1210
2017
Q4
$10K Hold
177
﹤0.01% 1186
2017
Q3
$10K Hold
177
﹤0.01% 958
2017
Q2
$1.61M Hold
177
0.78% 19
2017
Q1
$8K Sell
177
-24
-12% -$1.12K 0.01% 882
2016
Q4
$10K Buy
+201
New +$9.06K 0.01% 787

Other funds holding BNY

IHT Wealth Management's BNY Position: Q2 2026 in Review

IHT Wealth Management reduced its Bank of New York Mellon (BNY) stake by 2.5% in Q2 2026, selling an estimated $59.9K and leaving 16,745 shares worth $2.42M. The position accounts for 0.05% of the portfolio, ranked #349.

IHT Wealth Management first reported a position in BNY in Q4 2016 and has held it in 27 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • IHT Wealth Management held 16,745 shares of Bank of New York Mellon worth $2.42M as of Q2 2026.
  • IHT Wealth Management sold 438 Bank of New York Mellon shares in Q2 2026, an estimated $59.9K.
  • Bank of New York Mellon made up 0.05% of IHT Wealth Management's portfolio in Q2 2026, its #349 holding.
  • IHT Wealth Management first reported a position in Bank of New York Mellon in Q4 2016 and has held it in 27 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.