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

Petros Family 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	$444K	Sell	3,072 -183	-6%	-$25K	0.27%	76
2026 Q1	$386K	Sell	3,255 -1,121	-26%	-$133K	0.28%	78
2025 Q4	$508K	Buy	4,376 +230	+6%	+$25.4K	0.34%	77
2025 Q3	$452K	Sell	4,146 -115	-3%	-$11.7K	0.38%	74
2025 Q2	$388K	Sell	4,261 -289	-6%	-$24.5K	0.35%	82
2025 Q1	$382K	Buy	4,550 +432	+10%	+$36.3K	0.42%	68
2024 Q4	$316K	Buy	+4,118	New	+$318K	0.34%	79

Other funds holding BNY

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Petros Family Wealth's BNY Position: Q2 2026 in Review

Petros Family Wealth reduced its Bank of New York Mellon (BNY) stake by 5.6% in Q2 2026, selling an estimated $25K and leaving 3,072 shares worth $444K. The position accounts for 0.27% of the portfolio, ranked #76.

Petros Family Wealth first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. The position peaked at $508K in Q4 2025. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Petros Family Wealth held 3,072 shares of Bank of New York Mellon worth $444K as of Q2 2026.
Petros Family Wealth sold 183 Bank of New York Mellon shares in Q2 2026, an estimated $25K.
Bank of New York Mellon made up 0.27% of Petros Family Wealth's portfolio in Q2 2026, its #76 holding.
Petros Family Wealth first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
Petros Family Wealth's Bank of New York Mellon position peaked at $508K in Q4 2025.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

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