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

LeConte 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
Q3 		$233K Buy
1,609
+105
+7% +$16.5K 0.12% 158
2026
Q2 		$217K Buy
+1,504
New +$206K 0.12% 147

Other funds holding BNY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

LeConte Wealth Management's BNY Position: Q3 2026 in Review

LeConte Wealth Management increased its Bank of New York Mellon (BNY) stake by 7% in Q3 2026, buying an estimated $16.5K and bringing the position to 1,609 shares worth $233K. The position accounts for 0.12% of the portfolio, ranked #158.

LeConte Wealth Management first reported a position in BNY in Q2 2026 and has held it in 2 quarters since. 1,260 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • LeConte Wealth Management held 1,609 shares of Bank of New York Mellon worth $233K as of Q3 2026.
  • LeConte Wealth Management bought 105 Bank of New York Mellon shares in Q3 2026, an estimated $16.5K.
  • Bank of New York Mellon made up 0.12% of LeConte Wealth Management's portfolio in Q3 2026, its #158 holding.
  • LeConte Wealth Management first reported a position in Bank of New York Mellon in Q2 2026 and has held it in 2 quarters since.
  • 1,260 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.