MWM
BNY

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

Mission 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 		$2.24M Buy
15,474
+1,498
+11% +$205K 0.03% 287
2026
Q1 		$1.66M Sell
13,976
-558
-4% -$66.4K 0.03% 242
2025
Q4 		$1.69M Sell
14,534
-869
-6% -$96.2K 0.03% 236
2025
Q3 		$1.68M Sell
15,403
-196
-1% -$20K 0.03% 243
2025
Q2 		$1.42M Buy
15,599
+93
+0.6% +$7.9K 0.03% 257
2025
Q1 		$1.3M Buy
15,506
+756
+5% +$63.5K 0.03% 250
2024
Q4 		$1.13M Sell
14,750
-5,888
-29% -$455K 0.03% 263
2024
Q3 		$1.48M Sell
20,638
-482
-2% -$31.7K 0.04% 219
2024
Q2 		$1.26M Sell
21,120
-1,064
-5% -$61.6K 0.03% 230
2024
Q1 		$1.28M Sell
22,184
-1,349
-6% -$74.3K 0.03% 240
2023
Q4 		$1.22M Buy
23,533
+1,375
+6% +$63.3K 0.04% 209
2023
Q3 		$945K Buy
22,158
+803
+4% +$35.8K 0.04% 227
2023
Q2 		$951K Buy
21,355
+1,269
+6% +$54.5K 0.04% 223
2023
Q1 		$913K Buy
20,086
+126
+0.6% +$6.11K 0.04% 232
2022
Q4 		$909K Buy
19,960
+653
+3% +$28K 0.04% 220
2022
Q3 		$744K Sell
19,307
-595
-3% -$25.4K 0.04% 234
2022
Q2 		$830K Buy
19,902
+3,570
+22% +$159K 0.04% 220
2022
Q1 		$811K Buy
16,332
+1,990
+14% +$113K 0.04% 232
2021
Q4 		$833K Buy
14,342
+200
+1% +$11.5K 0.04% 215
2021
Q3 		$733K Sell
14,142
-221
-2% -$11.5K 0.04% 224
2021
Q2 		$736K Buy
14,363
+314
+2% +$15.7K 0.04% 212
2021
Q1 		$664K Buy
+14,049
New +$618K 0.04% 210

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

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

Mission Wealth Management increased its Bank of New York Mellon (BNY) stake by 11% in Q2 2026, buying an estimated $205K and bringing the position to 15,474 shares worth $2.24M. The position accounts for 0.03% of the portfolio, ranked #287.

Mission Wealth Management first reported a position in BNY in Q1 2021 and has held it in 22 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Mission Wealth Management held 15,474 shares of Bank of New York Mellon worth $2.24M as of Q2 2026.
  • Mission Wealth Management bought 1,498 Bank of New York Mellon shares in Q2 2026, an estimated $205K.
  • Bank of New York Mellon made up 0.03% of Mission Wealth Management's portfolio in Q2 2026, its #287 holding.
  • Mission Wealth Management first reported a position in Bank of New York Mellon in Q1 2021 and has held it in 22 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.