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

Kingsview 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	$2.59M	Buy	17,895 +1,198	+7%	+$164K	0.03%	502
2026 Q1	$1.98M	Sell	16,697 -1,378	-8%	-$164K	0.03%	513
2025 Q4	$2.1M	Sell	18,075 -336	-2%	-$37.2K	0.03%	466
2025 Q3	$2.01M	Buy	18,411 +1,740	+10%	+$177K	0.03%	448
2025 Q2	$1.52M	Sell	16,671 -530	-3%	-$45K	0.03%	481
2025 Q1	$1.44M	Buy	17,201 +4,010	+30%	+$337K	0.03%	456
2024 Q4	$1.01M	Sell	13,191 -189	-1%	-$14.6K	0.02%	544
2024 Q3	$961K	Buy	13,380 +7,537	+129%	+$496K	0.02%	547
2024 Q2	$350K	Sell	5,843 -42	-0.7%	-$2.43K	0.01%	791
2024 Q1	$339K	Buy	5,885 +105	+2%	+$5.78K	0.01%	777
2023 Q4	$301K	Sell	5,780 -351	-6%	-$16.2K	0.01%	768
2023 Q3	$261K	Buy	6,131 +1,439	+31%	+$64.1K	0.01%	801
2023 Q2	$209K	Sell	4,692 -694	-13%	-$29.8K	0.01%	846
2023 Q1	$245K	Sell	5,386 -277	-5%	-$13.4K	0.01%	779
2022 Q4	$258K	Sell	5,663 -715	-11%	-$30.7K	0.01%	716
2022 Q3	$246K	Buy	6,378 +1,077	+20%	+$45.9K	0.01%	693
2022 Q2	$221K	Sell	5,301 -381	-7%	-$17K	0.01%	739
2022 Q1	$282K	Buy	5,682 +1,315	+30%	+$74.8K	0.01%	719
2021 Q4	$254K	Sell	4,367 -33	-0.8%	-$1.9K	0.01%	791
2021 Q3	$228K	Sell	4,400 -34	-0.8%	-$1.77K	0.01%	766
2021 Q2	$228K	Buy	+4,434	New	+$222K	0.01%	791

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

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

Kingsview Wealth Management increased its Bank of New York Mellon (BNY) stake by 7.2% in Q2 2026, buying an estimated $164K and bringing the position to 17,895 shares worth $2.59M. The position accounts for 0.03% of the portfolio, ranked #502.

Kingsview Wealth Management first reported a position in BNY in Q2 2021 and has held it in 21 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Kingsview Wealth Management held 17,895 shares of Bank of New York Mellon worth $2.59M as of Q2 2026.
Kingsview Wealth Management bought 1,198 Bank of New York Mellon shares in Q2 2026, an estimated $164K.
Bank of New York Mellon made up 0.03% of Kingsview Wealth Management's portfolio in Q2 2026, its #502 holding.
Kingsview Wealth Management first reported a position in Bank of New York Mellon in Q2 2021 and has held it in 21 quarters since.
1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.