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

Laidlaw 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	$562K	Buy	3,885 +1,427	+58%	+$195K	1.6%	18
2026 Q1	$292K	Buy	+2,458	New	+$292K	1.01%	28
2021 Q3	–	Sell	-9,890	Closed	-$507K	–	259
2021 Q2	$507K	Buy	+9,890	New	+$495K	0.13%	147
2020 Q1	–	Sell	-4,608	Closed	-$232K	–	153
2019 Q4	$232K	Buy	+4,608	New	+$220K	0.15%	147

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

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

Laidlaw Wealth Management increased its Bank of New York Mellon (BNY) stake by 58% in Q2 2026, buying an estimated $195K and bringing the position to 3,885 shares worth $562K. The position accounts for 1.6% of the portfolio, ranked #18.

Laidlaw Wealth Management first reported a position in BNY in Q4 2019 and has held it in 4 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Laidlaw Wealth Management held 3,885 shares of Bank of New York Mellon worth $562K as of Q2 2026.
Laidlaw Wealth Management bought 1,427 Bank of New York Mellon shares in Q2 2026, an estimated $195K.
Bank of New York Mellon made up 1.6% of Laidlaw Wealth Management's portfolio in Q2 2026, its #18 holding.
Laidlaw Wealth Management first reported a position in Bank of New York Mellon in Q4 2019 and has held it in 4 quarters since.
1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

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