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 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

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

McCarter Private Wealth Services's BNY Position: Q2 2026 in Review

McCarter Private Wealth Services held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 1,725 shares worth $249K. The position accounts for 0.09% of the portfolio, ranked #158.

McCarter Private Wealth Services first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

McCarter Private Wealth Services held 1,725 shares of Bank of New York Mellon worth $249K as of Q2 2026.
McCarter Private Wealth Services left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up 0.09% of McCarter Private Wealth Services's portfolio in Q2 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 3 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

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