Physician Wealth Advisors’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Physician Wealth Advisors's BNY Position: Q2 2026 in Review
Physician Wealth Advisors increased its Bank of New York Mellon (BNY) stake by 109% in Q2 2026, buying an estimated $13K and bringing the position to 182 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #584.
Physician Wealth Advisors first reported a position in BNY in Q2 2025 and has held it in 5 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Physician Wealth Advisors held 182 shares of Bank of New York Mellon worth $26.3K as of Q2 2026.
- Physician Wealth Advisors bought 95 Bank of New York Mellon shares in Q2 2026, an estimated $13K.
- Bank of New York Mellon made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #584 holding.
- Physician Wealth Advisors first reported a position in Bank of New York Mellon in Q2 2025 and has held it in 5 quarters since.
- 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.