IFWM
BNY

Institute for Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Institute for Wealth Management’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 		$9.8K Buy
+68
New +$9.3K ﹤0.01% 1318
2022
Q3 		– Sell
-14,788
Closed -$617K – 467
2022
Q2 		$617K Buy
14,788
+9,200
+165% +$410K 0.12% 219
2022
Q1 		$277K Buy
+5,588
New +$318K 0.04% 447

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Institute for Wealth Management's BNY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 68 shares worth $9.8K. The stake represents ﹤0.01% of the portfolio and ranks #1318 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in BNY as recently as Q2 2022.

Institute for Wealth Management first reported a position in BNY in Q1 2022 and has held it in 3 quarters since. The position peaked at $617K in Q2 2022. 1,122 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Institute for Wealth Management held 68 shares of Bank of New York Mellon worth $9.8K as of Q2 2026.
  • Bank of New York Mellon was a new Institute for Wealth Management position in Q2 2026.
  • Bank of New York Mellon made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1318 holding.
  • Institute for Wealth Management first reported a position in Bank of New York Mellon in Q1 2022 and has held it in 3 quarters since.
  • Institute for Wealth Management's Bank of New York Mellon position peaked at $617K in Q2 2022.
  • 1,122 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.