New Wave Wealth Advisors’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
New Wave Wealth Advisors's BNY Position: Q2 2026 in Review
New Wave Wealth Advisors increased its Bank of New York Mellon (BNY) stake by 21% in Q2 2026, buying an estimated $226K and bringing the position to 9,631 shares worth $1.39M. The position accounts for 0.38% of the portfolio, ranked #56.
New Wave Wealth Advisors first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- New Wave Wealth Advisors held 9,631 shares of Bank of New York Mellon worth $1.39M as of Q2 2026.
- New Wave Wealth Advisors bought 1,656 Bank of New York Mellon shares in Q2 2026, an estimated $226K.
- Bank of New York Mellon made up 0.38% of New Wave Wealth Advisors's portfolio in Q2 2026, its #56 holding.
- New Wave Wealth Advisors first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
- 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.