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

IVC 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	$772K	Sell	5,339 -3	-0.1%	-$410	0.3%	62
2026 Q1	$634K	Sell	5,342 -315	-6%	-$37.5K	0.28%	72
2025 Q4	$657K	Sell	5,657 -213	-4%	-$23.6K	0.29%	71
2025 Q3	$640K	Sell	5,870 -377	-6%	-$38.4K	0.29%	70
2025 Q2	$569K	Sell	6,247 -88	-1%	-$7.47K	0.28%	66
2025 Q1	$531K	Sell	6,335 -1,140	-15%	-$95.8K	0.29%	72
2024 Q4	$574K	Buy	7,475 +167	+2%	+$12.9K	0.32%	64
2024 Q3	$525K	Sell	7,308 -160	-2%	-$10.5K	0.29%	76
2024 Q2	$447K	Buy	7,468 +102	+1%	+$5.9K	0.25%	87
2024 Q1	$424K	Sell	7,366 -49	-0.7%	-$2.7K	0.24%	94
2023 Q4	$386K	Buy	7,415 +5	+0.1%	+$230	0.24%	93
2023 Q3	$316K	Buy	7,410 +34	+0.5%	+$1.51K	0.21%	107
2023 Q2	$328K	Sell	7,376 -170	-2%	-$7.29K	0.21%	107
2023 Q1	$343K	Sell	7,546 -49	-0.6%	-$2.38K	0.24%	93
2022 Q4	$346K	Sell	7,595 -84	-1%	-$3.6K	0.25%	94
2022 Q3	$296K	Buy	7,679 +110	+1%	+$4.69K	0.24%	102
2022 Q2	$316K	Buy	7,569 +102	+1%	+$4.54K	0.24%	100
2022 Q1	$371K	Buy	7,467 +168	+2%	+$9.55K	0.24%	98
2021 Q4	$424K	Sell	7,299 -600	-8%	-$34.5K	0.27%	93
2021 Q3	$409K	Buy	7,899 +432	+6%	+$22.5K	0.28%	90
2021 Q2	$383K	Hold	7,467	–	–	0.27%	94
2021 Q1	$353K	Buy	7,467 +52	+0.7%	+$2.29K	0.28%	91
2020 Q4	$315K	Buy	+7,415	New	+$285K	0.3%	87

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

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

IVC Wealth Advisors reduced its Bank of New York Mellon (BNY) stake by 0.06% in Q2 2026, selling an estimated $410 and leaving 5,339 shares worth $772K. The position accounts for 0.3% of the portfolio, ranked #62.

IVC Wealth Advisors first reported a position in BNY in Q4 2020 and has held it in 23 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

IVC Wealth Advisors held 5,339 shares of Bank of New York Mellon worth $772K as of Q2 2026.
IVC Wealth Advisors sold 3 Bank of New York Mellon shares in Q2 2026, an estimated $410.
Bank of New York Mellon made up 0.3% of IVC Wealth Advisors's portfolio in Q2 2026, its #62 holding.
IVC Wealth Advisors first reported a position in Bank of New York Mellon in Q4 2020 and has held it in 23 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.