LWAM
BNY

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

Legacy Wealth Asset 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 		$1.38M Sell
9,572
-125
-1% -$17.1K 0.3% 82
2026
Q1 		$1.15M Sell
9,697
-156
-2% -$18.6K 0.28% 92
2025
Q4 		$1.14M Sell
9,853
-397
-4% -$43.9K 0.28% 98
2025
Q3 		$1.12M Sell
10,250
-232
-2% -$23.7K 0.27% 100
2025
Q2 		$955K Sell
10,482
-181
-2% -$15.4K 0.24% 107
2025
Q1 		$894K Sell
10,663
-280
-3% -$23.5K 0.25% 104
2024
Q4 		$841K Sell
10,943
-431
-4% -$33.3K 0.23% 115
2024
Q3 		$817K Sell
11,374
-38
-0.3% -$2.5K 0.22% 124
2024
Q2 		$683K Sell
11,412
-18,397
-62% -$1.06M 0.19% 149
2024
Q1 		$1.72M Sell
29,809
-615
-2% -$33.9K 0.48% 54
2023
Q4 		$1.58M Sell
30,424
-90
-0.3% -$4.14K 0.52% 52
2023
Q3 		$1.3M Sell
30,514
-121
-0.4% -$5.39K 0.48% 62
2023
Q2 		$1.36M Buy
30,635
+9,796
+47% +$420K 0.48% 56
2023
Q1 		$947K Sell
20,839
-170
-0.8% -$8.24K 0.34% 82
2022
Q4 		$956K Buy
21,009
+266
+1% +$11.4K 0.36% 82
2022
Q3 		$799K Buy
20,743
+2,220
+12% +$94.6K 0.35% 89
2022
Q2 		$773K Buy
18,523
+396
+2% +$17.6K 0.31% 129
2022
Q1 		$900K Buy
18,127
+439
+2% +$25K 0.32% 124
2021
Q4 		$1.03M Buy
17,688
+269
+2% +$15.5K 0.35% 100
2021
Q3 		$903K Buy
17,419
+31
+0.2% +$1.61K 0.41% 83
2021
Q2 		$891K Buy
17,388
+249
+1% +$12.5K 0.4% 87
2021
Q1 		$811K Buy
17,139
+352
+2% +$15.5K 0.37% 96
2020
Q4 		$712K Buy
+16,787
New +$645K 0.36% 105

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Legacy Wealth Asset Management's BNY Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Bank of New York Mellon (BNY) stake by 1.3% in Q2 2026, selling an estimated $17.1K and leaving 9,572 shares worth $1.38M. The position accounts for 0.3% of the portfolio, ranked #82.

Legacy Wealth Asset Management first reported a position in BNY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.72M in Q1 2024. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Legacy Wealth Asset Management held 9,572 shares of Bank of New York Mellon worth $1.38M as of Q2 2026.
  • Legacy Wealth Asset Management sold 125 Bank of New York Mellon shares in Q2 2026, an estimated $17.1K.
  • Bank of New York Mellon made up 0.3% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #82 holding.
  • Legacy Wealth Asset Management first reported a position in Bank of New York Mellon in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Bank of New York Mellon position peaked at $1.72M in Q1 2024.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.