MSWM
BNY

Mowery & Schoenfeld Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Mowery & Schoenfeld 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 		$16.7K Hold
116
– – 0.02% 204
2026
Q1 		$13.7K Sell
116
-27
-19% -$3.21K 0.02% 198
2025
Q4 		$16.6K Buy
143
+27
+23% +$2.99K 0.02% 203
2025
Q3 		$12.6K Sell
116
-17
-13% -$1.73K 0.02% 202
2025
Q2 		$12.1K Hold
133
– – 0.02% 205
2025
Q1 		$11.1K Buy
133
+1
+0.8% +$84 0.02% 261
2024
Q4 		$10.1K Buy
+132
New +$10.2K 0.02% 229

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

Mowery & Schoenfeld Wealth Management's BNY Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 116 shares worth $16.7K. The position accounts for 0.02% of the portfolio, ranked #204.

Mowery & Schoenfeld Wealth Management first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 116 shares of Bank of New York Mellon worth $16.7K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Bank of New York Mellon share count unchanged in Q2 2026.
  • Bank of New York Mellon made up 0.02% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #204 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.