OWP
BNY

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

ORG Wealth Partners’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 		$383K Buy
2,647
+645
+32% +$88.2K 0.06% 173
2026
Q1 		$237K Buy
2,002
+419
+26% +$49.8K 0.05% 202
2025
Q4 		$184K Sell
1,583
-58
-4% -$6.42K 0.04% 213
2025
Q3 		$179K Buy
1,641
+610
+59% +$62.2K 0.04% 213
2025
Q2 		$93.5K Sell
1,031
-86
-8% -$7.3K 0.02% 254
2025
Q1 		$93.6K Buy
+1,117
New +$93.9K 0.03% 261

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

ORG Wealth Partners's BNY Position: Q2 2026 in Review

ORG Wealth Partners increased its Bank of New York Mellon (BNY) stake by 32% in Q2 2026, buying an estimated $88.2K and bringing the position to 2,647 shares worth $383K. The position accounts for 0.06% of the portfolio, ranked #173.

ORG Wealth Partners first reported a position in BNY in Q1 2025 and has held it in 6 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • ORG Wealth Partners held 2,647 shares of Bank of New York Mellon worth $383K as of Q2 2026.
  • ORG Wealth Partners bought 645 Bank of New York Mellon shares in Q2 2026, an estimated $88.2K.
  • Bank of New York Mellon made up 0.06% of ORG Wealth Partners's portfolio in Q2 2026, its #173 holding.
  • ORG Wealth Partners first reported a position in Bank of New York Mellon in Q1 2025 and has held it in 6 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.