Morton Brown Family Wealth’s Bank of New York Mellon BNY Stock Holding History

Morton Brown Family Wealth’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	$1.45K	Buy	+10	New	+$1.37K	﹤0.01%	283

Other funds holding BNY

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Morton Brown Family Wealth's BNY Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 10 shares worth $1.45K. The stake represents ﹤0.01% of the portfolio and ranks #283 among its holdings.

598 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Morton Brown Family Wealth held 10 shares of Bank of New York Mellon worth $1.45K as of Q2 2026.
Bank of New York Mellon was a new Morton Brown Family Wealth position in Q2 2026.
Bank of New York Mellon made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #283 holding.
598 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.