Modern Wealth Management’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Modern Wealth Management's BNY Position: Q2 2026 in Review
Modern Wealth Management increased its Bank of New York Mellon (BNY) stake by 44% in Q2 2026, buying an estimated $154K and bringing the position to 3,692 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #697.
Modern Wealth Management first reported a position in BNY in Q4 2023 and has held it in 11 quarters since. The position peaked at $564K in Q1 2025. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Modern Wealth Management held 3,692 shares of Bank of New York Mellon worth $534K as of Q2 2026.
- Modern Wealth Management bought 1,128 Bank of New York Mellon shares in Q2 2026, an estimated $154K.
- Bank of New York Mellon made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #697 holding.
- Modern Wealth Management first reported a position in Bank of New York Mellon in Q4 2023 and has held it in 11 quarters since.
- Modern Wealth Management's Bank of New York Mellon position peaked at $564K in Q1 2025.
- 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.