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 Q3	$377K	Sell	2,606 -205	-7%	-$32.2K	0.06%	98
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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MinichMacGregor Wealth Management's BNY Position: Q3 2026 in Review

MinichMacGregor Wealth Management reduced its Bank of New York Mellon (BNY) stake by 7.3% in Q3 2026, selling an estimated $32.2K and leaving 2,606 shares worth $377K. The position accounts for 0.06% of the portfolio, ranked #98.

MinichMacGregor Wealth Management first reported a position in BNY in Q4 2015 and has held it in 19 quarters since. The position peaked at $534K in Q2 2018. 202 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

MinichMacGregor Wealth Management held 2,606 shares of Bank of New York Mellon worth $377K as of Q3 2026.
MinichMacGregor Wealth Management sold 205 Bank of New York Mellon shares in Q3 2026, an estimated $32.2K.
Bank of New York Mellon made up 0.06% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #98 holding.
MinichMacGregor Wealth Management first reported a position in Bank of New York Mellon in Q4 2015 and has held it in 19 quarters since.
MinichMacGregor Wealth Management's Bank of New York Mellon position peaked at $534K in Q2 2018.
202 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.