MASECO Private Wealth’s Bank of New York Mellon BNY Stock Holding History

MASECO Private Wealth’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	–	Sell	-50	Closed	-$5.88K	–	312
2026 Q1	$5.88K	Buy	+50	New	+$5.95K	﹤0.01%	282
2025 Q3	–	Sell	-727	Closed	-$66.2K	–	304
2025 Q2	$66.2K	Buy	+727	New	+$61.7K	﹤0.01%	149

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

MASECO Private Wealth's BNY Position: Q2 2026 in Review

MASECO Private Wealth sold out of Bank of New York Mellon (BNY) in Q2 2026, closing a stake of 50 shares — an estimated $5.88K sold.

MASECO Private Wealth first reported a position in BNY in Q2 2025 and held it in 2 quarters. The position peaked at $66.2K in Q2 2025. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

MASECO Private Wealth reported no remaining Bank of New York Mellon position as of Q2 2026 after selling out during the quarter.
MASECO Private Wealth sold 50 Bank of New York Mellon shares in Q2 2026, an estimated $5.88K.
MASECO Private Wealth first reported a position in Bank of New York Mellon in Q2 2025 and held it in 2 quarters.
MASECO Private Wealth's Bank of New York Mellon position peaked at $66.2K in Q2 2025.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.