Measured Wealth Private Client Group’s Bank of New York Mellon BNY Stock Holding History

Measured Wealth Private Client Group’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	$214K	Sell	1,482 -1	-0.1%	-$137	0.05%	192
2026 Q1	$176K	Sell	1,483 -64	-4%	-$7.61K	0.05%	200
2025 Q4	$180K	Sell	1,547 -93	-6%	-$10.3K	0.05%	200
2025 Q3	$179K	Buy	+1,640	New	+$167K	0.05%	195
2019 Q4	–	Sell	-4,740	Closed	-$214K	–	111
2019 Q3	$214K	Sell	4,740 -6,039	-56%	-$269K	0.14%	113
2019 Q2	$476K	Sell	10,779 -1,260	-10%	-$59.2K	0.27%	68
2019 Q1	$607K	Buy	12,039 +841	+8%	+$43.3K	0.37%	54
2018 Q4	$527K	Buy	11,198 +30	+0.3%	+$1.46K	0.48%	37
2018 Q3	$571K	Buy	11,168 +301	+3%	+$15.8K	0.34%	40
2018 Q2	$586K	Buy	+10,867	New	+$600K	0.48%	34

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

Measured Wealth Private Client Group's BNY Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Bank of New York Mellon (BNY) stake by 0.07% in Q2 2026, selling an estimated $137 and leaving 1,482 shares worth $214K. The position accounts for 0.05% of the portfolio, ranked #192.

Measured Wealth Private Client Group first reported a position in BNY in Q2 2018 and has held it in 10 quarters since. The position peaked at $607K in Q1 2019. 1,879 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Measured Wealth Private Client Group held 1,482 shares of Bank of New York Mellon worth $214K as of Q2 2026.
Measured Wealth Private Client Group sold 1 Bank of New York Mellon share in Q2 2026, an estimated $137.
Bank of New York Mellon made up 0.05% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #192 holding.
Measured Wealth Private Client Group first reported a position in Bank of New York Mellon in Q2 2018 and has held it in 10 quarters since.
Measured Wealth Private Client Group's Bank of New York Mellon position peaked at $607K in Q1 2019.
1,879 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.