IWAO
BNY

Independence Wealth Advisors (Ohio)’s Bank of New York Mellon BNY Stock Holding History

Independence Wealth Advisors (Ohio)’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 		– Sell
-2,059
Closed -$244K – 88
2026
Q1 		$244K Buy
+2,059
New +$245K 0.13% 77

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Independence Wealth Advisors (Ohio)'s BNY Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) sold out of Bank of New York Mellon (BNY) in Q2 2026, closing a stake of 2,059 shares — an estimated $244K sold.

Independence Wealth Advisors (Ohio) first reported a position in BNY in Q1 2026 and held it in 1 quarter. The position peaked at $244K in Q1 2026. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Independence Wealth Advisors (Ohio) reported no remaining Bank of New York Mellon position as of Q2 2026 after selling out during the quarter.
  • Independence Wealth Advisors (Ohio) sold 2,059 Bank of New York Mellon shares in Q2 2026, an estimated $244K.
  • Independence Wealth Advisors (Ohio) first reported a position in Bank of New York Mellon in Q1 2026 and held it in 1 quarter.
  • Independence Wealth Advisors (Ohio)'s Bank of New York Mellon position peaked at $244K in Q1 2026.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.