Lionshead Wealth Management’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Lionshead Wealth Management's BNY Position: Q2 2026 in Review
Lionshead Wealth Management increased its Bank of New York Mellon (BNY) stake by 0.37% in Q2 2026, buying an estimated $3.69K and bringing the position to 7,339 shares worth $1.06M. The position accounts for 0.69% of the portfolio, ranked #41.
Lionshead Wealth Management first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Lionshead Wealth Management held 7,339 shares of Bank of New York Mellon worth $1.06M as of Q2 2026.
- Lionshead Wealth Management bought 27 Bank of New York Mellon shares in Q2 2026, an estimated $3.69K.
- Bank of New York Mellon made up 0.69% of Lionshead Wealth Management's portfolio in Q2 2026, its #41 holding.
- Lionshead Wealth Management first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
- 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.