JSW
BNY

Journey Strategic Wealth’s Bank of New York Mellon BNY Stock Holding History

Journey Strategic Wealth’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
Q1 		$526K Buy
4,438
+1,650
+59% +$196K 0.01% 334
2025
Q4 		$324K Buy
2,788
+292
+12% +$32.3K 0.01% 480
2025
Q3 		$272K Buy
+2,496
New +$255K 0.01% 524

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Journey Strategic Wealth's BNY Position: Q1 2026 in Review

Journey Strategic Wealth increased its Bank of New York Mellon (BNY) stake by 59% in Q1 2026, buying an estimated $196K and bringing the position to 4,438 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #334.

Journey Strategic Wealth first reported a position in BNY in Q3 2025 and has held it in 3 quarters since. 1,769 funds tracked by Wall St. Rank hold BNY as of Q1 2026.

  • Journey Strategic Wealth held 4,438 shares of Bank of New York Mellon worth $526K as of Q1 2026.
  • Journey Strategic Wealth bought 1,650 Bank of New York Mellon shares in Q1 2026, an estimated $196K.
  • Bank of New York Mellon made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #334 holding.
  • Journey Strategic Wealth first reported a position in Bank of New York Mellon in Q3 2025 and has held it in 3 quarters since.
  • 1,769 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.