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

MorganRosel 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	$877K	Sell	6,064 -614	-9%	-$84K	0.3%	60
2026 Q1	$792K	Buy	+6,678	New	+$794K	0.31%	54
2025 Q3	–	Sell	-50	Closed	-$4.56K	–	134
2025 Q2	$4.56K	Hold	50	–	–	﹤0.01%	291
2025 Q1	$4.19K	Buy	+50	New	+$4.2K	﹤0.01%	288

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

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

MorganRosel Wealth Management reduced its Bank of New York Mellon (BNY) stake by 9.2% in Q2 2026, selling an estimated $84K and leaving 6,064 shares worth $877K. The position accounts for 0.3% of the portfolio, ranked #60.

MorganRosel Wealth Management first reported a position in BNY in Q1 2025 and has held it in 4 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

MorganRosel Wealth Management held 6,064 shares of Bank of New York Mellon worth $877K as of Q2 2026.
MorganRosel Wealth Management sold 614 Bank of New York Mellon shares in Q2 2026, an estimated $84K.
Bank of New York Mellon made up 0.3% of MorganRosel Wealth Management's portfolio in Q2 2026, its #60 holding.
MorganRosel Wealth Management first reported a position in Bank of New York Mellon in Q1 2025 and has held it in 4 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.