Inspirion Wealth Advisors’s Bank of New York Mellon BNY Stock Holding History

Inspirion Wealth Advisors’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	$292K	Hold	2,000	–	–	0.03%	143
2026 Q1	$237K	Hold	2,000	–	–	0.03%	148
2025 Q4	$232K	Buy	+2,000	New	+$221K	0.03%	151

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

Inspirion Wealth Advisors's BNY Position: Q2 2026 in Review

Inspirion Wealth Advisors held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 2,000 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #143.

Inspirion Wealth Advisors first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Inspirion Wealth Advisors held 2,000 shares of Bank of New York Mellon worth $292K as of Q2 2026.
Inspirion Wealth Advisors left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up 0.03% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #143 holding.
Inspirion Wealth Advisors first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.