NW
BNY

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

NewEdge 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 		$2.32M Sell
16,020
-1,004
-6% -$137K 0.02% 416
2026
Q1 		$2.02M Sell
17,024
-3,243
-16% -$386K 0.02% 421
2025
Q4 		$2.35M Buy
20,267
+10,394
+105% +$1.15M 0.03% 407
2025
Q3 		$1.07M Sell
9,873
-3,014
-23% -$307K 0.02% 554
2025
Q2 		$1.32M Buy
12,887
+9,112
+241% +$774K 0.02% 466
2025
Q1 		$317K Buy
+3,775
New +$317K 0.01% 762

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

NewEdge Wealth's BNY Position: Q2 2026 in Review

NewEdge Wealth reduced its Bank of New York Mellon (BNY) stake by 5.9% in Q2 2026, selling an estimated $137K and leaving 16,020 shares worth $2.32M. The position accounts for 0.02% of the portfolio, ranked #416.

NewEdge Wealth first reported a position in BNY in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.35M in Q4 2025. 1,874 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • NewEdge Wealth held 16,020 shares of Bank of New York Mellon worth $2.32M as of Q2 2026.
  • NewEdge Wealth sold 1,004 Bank of New York Mellon shares in Q2 2026, an estimated $137K.
  • Bank of New York Mellon made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #416 holding.
  • NewEdge Wealth first reported a position in Bank of New York Mellon in Q1 2025 and has held it in 6 quarters since.
  • NewEdge Wealth's Bank of New York Mellon position peaked at $2.35M in Q4 2025.
  • 1,874 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.