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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$333K Buy
+2,303
New +$315K 0.03% 348
2020
Q1
– Sell
-228
Closed -$11K – 158
2019
Q4
$11K Buy
+228
New +$10.9K ﹤0.01% 291

Other funds holding BNY

Keebeck Wealth Management's BNY Position: Q2 2026 in Review

Keebeck Wealth Management opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 2,303 shares worth $333K. The stake represents 0.03% of the portfolio and ranks #348 among its holdings. This is a return to the name: Keebeck Wealth Management previously reported a position in BNY as recently as Q4 2019.

Keebeck Wealth Management first reported a position in BNY in Q4 2019 and has held it in 2 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Keebeck Wealth Management held 2,303 shares of Bank of New York Mellon worth $333K as of Q2 2026.
  • Bank of New York Mellon was a new Keebeck Wealth Management position in Q2 2026.
  • Bank of New York Mellon made up 0.03% of Keebeck Wealth Management's portfolio in Q2 2026, its #348 holding.
  • Keebeck Wealth Management first reported a position in Bank of New York Mellon in Q4 2019 and has held it in 2 quarters since.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.