Meriwether Wealth & Planning
BNY icon

Meriwether Wealth & Planning’s Bank of New York Mellon BNY Stock Holding History

Meriwether Wealth & Planning’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 		$974K Sell
6,736
-1,284
-16% -$202K 0.44% 39
2026
Q2 		$1.16M Sell
8,020
-39
-0.5% -$5.33K 0.58% 28
2026
Q1 		$956K Sell
8,059
-2,838
-26% -$337K 0.52% 36
2025
Q4 		$1.27M Sell
10,897
-2,345
-18% -$259K 0.71% 23
2025
Q3 		$1.44M Sell
13,242
-263
-2% -$26.8K 0.84% 20
2025
Q2 		$1.23M Sell
13,505
-840
-6% -$71.3K 0.77% 22
2025
Q1 		$1.2M Buy
14,345
+1,530
+12% +$129K 0.79% 27
2024
Q4 		$985K Buy
+12,815
New +$991K 0.7% 31

Other funds holding BNY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Meriwether Wealth & Planning's BNY Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its Bank of New York Mellon (BNY) stake by 16% in Q3 2026, selling an estimated $202K and leaving 6,736 shares worth $974K. The position accounts for 0.44% of the portfolio, ranked #39.

Meriwether Wealth & Planning first reported a position in BNY in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.44M in Q3 2025. 442 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • Meriwether Wealth & Planning held 6,736 shares of Bank of New York Mellon worth $974K as of Q3 2026.
  • Meriwether Wealth & Planning sold 1,284 Bank of New York Mellon shares in Q3 2026, an estimated $202K.
  • Bank of New York Mellon made up 0.44% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #39 holding.
  • Meriwether Wealth & Planning first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 8 quarters since.
  • Meriwether Wealth & Planning's Bank of New York Mellon position peaked at $1.44M in Q3 2025.
  • 442 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.