McCarter Private Wealth Services
BNY icon

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

McCarter Private Wealth Services’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 		$249K Hold
1,725
– – 0.08% 158
2026
Q2 		$249K Hold
1,725
– – 0.09% 158
2026
Q1 		$205K Hold
1,725
– – 0.09% 168
2025
Q4 		$200K Buy
+1,725
New +$191K 0.09% 153

Other funds holding BNY

Robeco Institutional Asset Management
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Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

McCarter Private Wealth Services's BNY Position: Q3 2026 in Review

McCarter Private Wealth Services held its Bank of New York Mellon (BNY) position steady in Q3 2026 at 1,725 shares worth $249K. The position accounts for 0.08% of the portfolio, ranked #158.

McCarter Private Wealth Services first reported a position in BNY in Q4 2025 and has held it in 4 quarters since. 523 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • McCarter Private Wealth Services held 1,725 shares of Bank of New York Mellon worth $249K as of Q3 2026.
  • McCarter Private Wealth Services left its Bank of New York Mellon share count unchanged in Q3 2026.
  • Bank of New York Mellon made up 0.08% of McCarter Private Wealth Services's portfolio in Q3 2026, its #158 holding.
  • McCarter Private Wealth Services first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 4 quarters since.
  • 523 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.