Meridian 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 | $2.03M | Sell |
14,008
-257
| -2% | -$35.1K | 0.06% | 253 |
|
|
2026
Q1 | $1.69M | Sell |
14,265
-409
| -3% | -$48.6K | 0.06% | 257 |
|
|
2025
Q4 | $1.7M | Buy |
14,674
+2,053
| +16% | +$227K | 0.06% | 255 |
|
|
2025
Q3 | $1.38M | Buy |
12,621
+7,926
| +169% | +$808K | 0.05% | 272 |
|
|
2025
Q2 | $428K | Buy |
4,695
+1,155
| +33% | +$98.1K | 0.02% | 488 |
|
|
2025
Q1 | $297K | Buy |
+3,540
| New | +$297K | 0.01% | 524 |
|
|
2023
Q2 | – | Sell |
-5,087
| Closed | -$231K | – | 550 |
|
|
2023
Q1 | $231K | Hold |
5,087
| – | – | 0.02% | 483 |
|
|
2022
Q4 | $232K | Buy |
+5,087
| New | +$218K | 0.02% | 463 |
|
|
2022
Q3 | – | Sell |
-5,849
| Closed | -$244K | – | 500 |
|
|
2022
Q2 | $244K | Buy |
5,849
+1,049
| +22% | +$46.7K | 0.02% | 477 |
|
|
2022
Q1 | $238K | Sell |
4,800
-1,398
| -23% | -$79.5K | 0.03% | 349 |
|
|
2021
Q4 | $360K | Buy |
6,198
+8
| +0.1% | +$460 | 0.04% | 288 |
|
|
2021
Q3 | $321K | Sell |
6,190
-152
| -2% | -$7.9K | 0.04% | 295 |
|
|
2021
Q2 | $325K | Buy |
+6,342
| New | +$317K | 0.04% | 291 |
|
|
2020
Q3 | – | Sell |
-9,177
| Closed | -$354K | – | 259 |
|
|
2020
Q2 | $354K | Sell |
9,177
-520
| -5% | -$19K | 0.12% | 148 |
|
|
2020
Q1 | $326K | Buy |
9,697
+183
| +2% | +$7.69K | 0.14% | 147 |
|
|
2019
Q4 | $478K | Buy |
9,514
+56
| +0.6% | +$2.67K | 0.23% | 90 |
|
|
2019
Q3 | $428K | Sell |
9,458
-399
| -4% | -$17.8K | 0.2% | 102 |
|
|
2019
Q2 | $435K | Buy |
9,857
+51
| +0.5% | +$2.4K | 0.18% | 95 |
|
|
2019
Q1 | $494K | Buy |
9,806
+47
| +0.5% | +$2.42K | 0.22% | 84 |
|
|
2018
Q4 | $459K | Buy |
9,759
+310
| +3% | +$15.1K | 0.27% | 73 |
|
|
2018
Q3 | $482K | Sell |
9,449
-555
| -6% | -$29.2K | 0.21% | 87 |
|
|
2018
Q2 | $539K | Buy |
10,004
+37
| +0.4% | +$2.04K | 0.25% | 77 |
|
|
2018
Q1 | $514K | Buy |
9,967
+50
| +0.5% | +$2.78K | 0.26% | 82 |
|
|
2017
Q4 | $526K | Hold |
9,917
| – | – | 0.32% | 73 |
|
|
2017
Q3 | $526K | Buy |
9,917
+37
| +0.4% | +$1.94K | 0.33% | 74 |
|
|
2017
Q2 | $504K | Sell |
9,880
-116
| -1% | -$5.55K | 0.32% | 76 |
|
|
2017
Q1 | $472K | Buy |
9,996
+950
| +11% | +$44.4K | 0.28% | 86 |
|
|
2016
Q4 | $429K | Buy |
+9,046
| New | +$408K | 0.34% | 70 |
|
Other funds holding BNY
Meridian Wealth Management's BNY Position: Q2 2026 in Review
Meridian Wealth Management reduced its Bank of New York Mellon (BNY) stake by 1.8% in Q2 2026, selling an estimated $35.1K and leaving 14,008 shares worth $2.03M. The position accounts for 0.06% of the portfolio, ranked #253.
Meridian Wealth Management first reported a position in BNY in Q4 2016 and has held it in 28 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Meridian Wealth Management held 14,008 shares of Bank of New York Mellon worth $2.03M as of Q2 2026.
- Meridian Wealth Management sold 257 Bank of New York Mellon shares in Q2 2026, an estimated $35.1K.
- Bank of New York Mellon made up 0.06% of Meridian Wealth Management's portfolio in Q2 2026, its #253 holding.
- Meridian Wealth Management first reported a position in Bank of New York Mellon in Q4 2016 and has held it in 28 quarters since.
- 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.