Keudell/Morrison Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Keudell/Morrison 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	$218K	Buy	+1,505	New	+$206K	0.04%	245

Other funds holding BNY

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Keudell/Morrison Wealth Management's BNY Position: Q2 2026 in Review

Keudell/Morrison Wealth Management opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 1,505 shares worth $218K. The stake represents 0.04% of the portfolio and ranks #245 among its holdings.

311 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Keudell/Morrison Wealth Management held 1,505 shares of Bank of New York Mellon worth $218K as of Q2 2026.
Bank of New York Mellon was a new Keudell/Morrison Wealth Management position in Q2 2026.
Bank of New York Mellon made up 0.04% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #245 holding.
311 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.