MassMutual Private Wealth & Trust’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.57M | Sell |
24,695
-233
| -0.9% | -$31.9K | 0.09% | 152 |
|
|
2026
Q1 | $2.96M | Buy |
24,928
+337
| +1% | +$40.1K | 0.08% | 168 |
|
|
2025
Q4 | $2.85M | Buy |
24,591
+2,231
| +10% | +$247K | 0.07% | 166 |
|
|
2025
Q3 | $2.44M | Buy |
22,360
+19,125
| +591% | +$1.95M | 0.06% | 186 |
|
|
2025
Q2 | $295K | Buy |
3,235
+338
| +12% | +$28.7K | 0.01% | 387 |
|
|
2025
Q1 | $243K | Buy |
2,897
+191
| +7% | +$16.1K | 0.01% | 402 |
|
|
2024
Q4 | $208K | Buy |
2,706
+19
| +0.7% | +$1.47K | 0.01% | 445 |
|
|
2024
Q3 | $193K | Buy |
2,687
+68
| +3% | +$4.47K | 0.01% | 415 |
|
|
2024
Q2 | $157K | Buy |
2,619
+796
| +44% | +$46.1K | ﹤0.01% | 432 |
|
|
2024
Q1 | $105K | Buy |
1,823
+62
| +4% | +$3.41K | ﹤0.01% | 469 |
|
|
2023
Q4 | $91.7K | Buy |
1,761
+489
| +38% | +$22.5K | ﹤0.01% | 478 |
|
|
2023
Q3 | $54.3K | Buy |
1,272
+145
| +13% | +$6.46K | ﹤0.01% | 568 |
|
|
2023
Q2 | $50.2K | Buy |
1,127
+340
| +43% | +$14.6K | ﹤0.01% | 544 |
|
|
2023
Q1 | $35.8K | Buy |
787
+219
| +39% | +$10.6K | ﹤0.01% | 588 |
|
|
2022
Q4 | $26K | Buy |
568
+66
| +13% | +$2.83K | ﹤0.01% | 574 |
|
|
2022
Q3 | $19K | Buy |
502
+166
| +49% | +$7.08K | ﹤0.01% | 591 |
|
|
2022
Q2 | $14K | Buy |
336
+117
| +53% | +$5.21K | ﹤0.01% | 643 |
|
|
2022
Q1 | $11K | Sell |
219
-1
| -0.5% | -$57 | ﹤0.01% | 712 |
|
|
2021
Q4 | $13K | Buy |
220
+21
| +11% | +$1.21K | ﹤0.01% | 669 |
|
|
2021
Q3 | $10K | Hold |
199
| – | – | ﹤0.01% | 703 |
|
|
2021
Q2 | $10K | Sell |
199
-526
| -73% | -$26.3K | ﹤0.01% | 673 |
|
|
2021
Q1 | $34K | Buy |
725
+524
| +261% | +$23K | ﹤0.01% | 472 |
|
|
2020
Q4 | $9K | Buy |
+201
| New | +$7.72K | ﹤0.01% | 608 |
|
|
2020
Q1 | – | Sell |
-350
| Closed | -$18K | – | 674 |
|
|
2019
Q4 | $18K | Buy |
+350
| New | +$16.7K | ﹤0.01% | 538 |
|
|
2018
Q3 | – | Sell |
-45
| Closed | -$2.43K | – | 982 |
|
|
2018
Q2 | $2.43K | Buy |
+45
| New | +$2.48K | ﹤0.01% | 844 |
|
|
2018
Q1 | – | Sell |
-473
| Closed | -$25.5K | – | 998 |
|
|
2017
Q4 | $25.5K | Buy |
473
+74
| +19% | +$3.94K | ﹤0.01% | 512 |
|
|
2017
Q3 | $21.2K | Buy |
399
+149
| +60% | +$7.82K | ﹤0.01% | 640 |
|
|
2017
Q2 | $12.8K | Sell |
250
-750
| -75% | -$35.9K | ﹤0.01% | 692 |
|
|
2017
Q1 | $47.2K | Buy |
1,000
+500
| +100% | +$23.4K | ﹤0.01% | 483 |
|
|
2016
Q4 | $23.7K | Buy |
+500
| New | +$22.6K | ﹤0.01% | 414 |
|
|
2016
Q2 | $19.4K | Buy |
+500
| New | +$19.9K | ﹤0.01% | 458 |
|
|
2016
Q1 | – | Sell |
-505
| Closed | -$18.3K | – | 832 |
|
|
2015
Q4 | $20.8K | Buy |
505
+177
| +54% | +$7.44K | ﹤0.01% | 422 |
|
|
2015
Q3 | $12.7K | Buy |
+328
| New | +$13.6K | ﹤0.01% | 503 |
|
|
2015
Q1 | – | Sell |
-328
| Closed | -$13.3K | – | 739 |
|
|
2014
Q4 | $13.3K | Hold |
328
| – | – | ﹤0.01% | 377 |
|
|
2014
Q3 | $12.7K | Buy |
+328
| New | +$12.8K | ﹤0.01% | 495 |
|
Other funds holding BNY
MassMutual Private Wealth & Trust's BNY Position: Q2 2026 in Review
MassMutual Private Wealth & Trust reduced its Bank of New York Mellon (BNY) stake by 0.93% in Q2 2026, selling an estimated $31.9K and leaving 24,695 shares worth $3.57M. The position accounts for 0.09% of the portfolio, ranked #152.
MassMutual Private Wealth & Trust first reported a position in BNY in Q3 2014 and has held it in 35 quarters since. 1,881 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- MassMutual Private Wealth & Trust held 24,695 shares of Bank of New York Mellon worth $3.57M as of Q2 2026.
- MassMutual Private Wealth & Trust sold 233 Bank of New York Mellon shares in Q2 2026, an estimated $31.9K.
- Bank of New York Mellon made up 0.09% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #152 holding.
- MassMutual Private Wealth & Trust first reported a position in Bank of New York Mellon in Q3 2014 and has held it in 35 quarters since.
- 1,881 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.