MinichMacGregor Wealth Management’s Bank of New York Mellon BNY Stock Holding History

MinichMacGregor Wealth Management’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	$406K	Sell	2,811 -201	-7%	-$27.5K	0.06%	89
2026 Q1	$357K	Sell	3,012 -22	-0.7%	-$2.62K	0.06%	85
2025 Q4	$352K	Buy	3,034 +175	+6%	+$19.4K	0.06%	90
2025 Q3	$312K	Sell	2,859 -67	-2%	-$6.83K	0.06%	107
2025 Q2	$267K	Sell	2,926 -458	-14%	-$38.9K	0.06%	104
2025 Q1	$284K	Buy	+3,384	New	+$284K	0.06%	99
2018 Q4	–	Sell	-4,996	Closed	-$259K	–	141
2018 Q3	$259K	Sell	4,996 -4,892	-49%	-$257K	0.17%	35
2018 Q2	$534K	Buy	9,888 +25	+0.3%	+$1.38K	0.38%	28
2018 Q1	$508K	Hold	9,863	–	–	0.4%	25
2017 Q4	$531K	Hold	9,863	–	–	0.41%	24
2017 Q3	$522K	Hold	9,863	–	–	0.43%	24
2017 Q2	$503K	Hold	9,863	–	–	0.44%	24
2017 Q1	$465K	Hold	9,863	–	–	0.42%	25
2016 Q4	$467K	Buy	9,863 +31	+0.3%	+$1.4K	0.44%	24
2016 Q3	$392K	Hold	9,832	–	–	0.37%	28
2016 Q2	$381K	Hold	9,832	–	–	0.36%	28
2016 Q1	$362K	Buy	9,832 +76	+0.8%	+$2.76K	0.35%	30
2015 Q4	$423K	Buy	+9,756	New	+$410K	0.39%	29

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

MinichMacGregor Wealth Management's BNY Position: Q2 2026 in Review

MinichMacGregor Wealth Management reduced its Bank of New York Mellon (BNY) stake by 6.7% in Q2 2026, selling an estimated $27.5K and leaving 2,811 shares worth $406K. The position accounts for 0.06% of the portfolio, ranked #89.

MinichMacGregor Wealth Management first reported a position in BNY in Q4 2015 and has held it in 18 quarters since. The position peaked at $534K in Q2 2018. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

MinichMacGregor Wealth Management held 2,811 shares of Bank of New York Mellon worth $406K as of Q2 2026.
MinichMacGregor Wealth Management sold 201 Bank of New York Mellon shares in Q2 2026, an estimated $27.5K.
Bank of New York Mellon made up 0.06% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #89 holding.
MinichMacGregor Wealth Management first reported a position in Bank of New York Mellon in Q4 2015 and has held it in 18 quarters since.
MinichMacGregor Wealth Management's Bank of New York Mellon position peaked at $534K in Q2 2018.
1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.