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

Mosley 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	$2.02K	Buy	+14	New	+$1.91K	﹤0.01%	494

Other funds holding BNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Mosley Wealth Management opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 14 shares worth $2.02K. The stake represents ﹤0.01% of the portfolio and ranks #494 among its holdings.

1,122 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Mosley Wealth Management held 14 shares of Bank of New York Mellon worth $2.02K as of Q2 2026.
Bank of New York Mellon was a new Mosley Wealth Management position in Q2 2026.
Bank of New York Mellon made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #494 holding.
1,122 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.