McGlone Suttner Wealth Management’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
$1.45M Buy
9,994
+534
+6% +$73K 0.17% 65
2026
Q1
$1.12M Buy
9,460
+500
+6% +$59.5K 0.15% 73
2025
Q4
$1.04M Buy
8,960
+818
+10% +$90.5K 0.14% 74
2025
Q3
$887K Sell
8,142
-699
-8% -$71.3K 0.12% 79
2025
Q2
$806K Buy
8,841
+680
+8% +$57.7K 0.12% 85
2025
Q1
$684K Buy
8,161
+1,077
+15% +$90.5K 0.11% 88
2024
Q4
$544K Buy
7,084
+414
+6% +$32K 0.09% 96
2024
Q3
$479K Buy
6,670
+1,765
+36% +$116K 0.1% 103
2024
Q2
$255K Sell
4,905
-1,000
-17% -$57.9K 0.05% 131
2024
Q1
$340K Buy
5,905
+1,000
+20% +$55.1K 0.06% 121
2023
Q4
$255K Buy
+4,905
New +$226K 0.05% 131

Other funds holding BNY

McGlone Suttner Wealth Management's BNY Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Bank of New York Mellon (BNY) stake by 5.6% in Q2 2026, buying an estimated $73K and bringing the position to 9,994 shares worth $1.45M. The position accounts for 0.17% of the portfolio, ranked #65.

McGlone Suttner Wealth Management first reported a position in BNY in Q4 2023 and has held it in 11 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • McGlone Suttner Wealth Management held 9,994 shares of Bank of New York Mellon worth $1.45M as of Q2 2026.
  • McGlone Suttner Wealth Management bought 534 Bank of New York Mellon shares in Q2 2026, an estimated $73K.
  • Bank of New York Mellon made up 0.17% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #65 holding.
  • McGlone Suttner Wealth Management first reported a position in Bank of New York Mellon in Q4 2023 and has held it in 11 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.