MWP
BNY

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Meriwether Wealth & Planning's BNY Position: Q2 2026 in Review

Meriwether Wealth & Planning reduced its Bank of New York Mellon (BNY) stake by 0.48% in Q2 2026, selling an estimated $5.33K and leaving 8,020 shares worth $1.16M. The position accounts for 0.58% of the portfolio, ranked #28.

Meriwether Wealth & Planning first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.44M in Q3 2025. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Meriwether Wealth & Planning held 8,020 shares of Bank of New York Mellon worth $1.16M as of Q2 2026.
  • Meriwether Wealth & Planning sold 39 Bank of New York Mellon shares in Q2 2026, an estimated $5.33K.
  • Bank of New York Mellon made up 0.58% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #28 holding.
  • Meriwether Wealth & Planning first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
  • Meriwether Wealth & Planning's Bank of New York Mellon position peaked at $1.44M in Q3 2025.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.