Kestra Private Wealth Services’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Kestra Private Wealth Services's BNY Position: Q2 2026 in Review
Kestra Private Wealth Services increased its Bank of New York Mellon (BNY) stake by 5.4% in Q2 2026, buying an estimated $576K and bringing the position to 82,440 shares worth $11.9M. The position accounts for 0.13% of the portfolio, ranked #166.
Kestra Private Wealth Services first reported a position in BNY in Q3 2020 and has held it in 24 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Kestra Private Wealth Services held 82,440 shares of Bank of New York Mellon worth $11.9M as of Q2 2026.
- Kestra Private Wealth Services bought 4,211 Bank of New York Mellon shares in Q2 2026, an estimated $576K.
- Bank of New York Mellon made up 0.13% of Kestra Private Wealth Services's portfolio in Q2 2026, its #166 holding.
- Kestra Private Wealth Services first reported a position in Bank of New York Mellon in Q3 2020 and has held it in 24 quarters since.
- 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.