Pinnacle Wealth Planning Services’s Bank of New York Mellon BNY Stock Holding History

Pinnacle Wealth Planning Services’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	$1.08M	Sell	7,487 -251	-3%	-$34.3K	0.1%	112
2026 Q1	$918K	Sell	7,738 -343	-4%	-$40.8K	0.09%	116
2025 Q4	$938K	Buy	8,081 +251	+3%	+$27.8K	0.1%	105
2025 Q3	$853K	Buy	7,830 +369	+5%	+$37.6K	0.1%	117
2025 Q2	$680K	Buy	7,461 +1,555	+26%	+$132K	0.09%	141
2025 Q1	$495K	Buy	5,906 +136	+2%	+$11.4K	0.07%	167
2024 Q4	$443K	Sell	5,770 -1,776	-24%	-$137K	0.07%	173
2024 Q3	$542K	Sell	7,546 -72	-0.9%	-$4.74K	0.07%	178
2024 Q2	$456K	Buy	7,618 +45	+0.6%	+$2.6K	0.07%	200
2024 Q1	$436K	Buy	7,573 +130	+2%	+$7.16K	0.06%	213
2023 Q4	$387K	Sell	7,443 -130	-2%	-$5.99K	0.06%	213
2023 Q3	$323K	Sell	7,573 -4	-0.1%	-$178	0.05%	240
2023 Q2	$337K	Sell	7,577 -454	-6%	-$19.5K	0.05%	239
2023 Q1	$365K	Sell	8,031 -4	-0%	-$194	0.06%	230
2022 Q4	$366K	Buy	+8,035	New	+$345K	0.07%	219
2022 Q3	–	Sell	-5,315	Closed	-$222K	–	412
2022 Q2	$222K	Buy	+5,315	New	+$237K	0.04%	314
2022 Q1	–	Sell	-5,874	Closed	-$341K	–	437
2021 Q4	$341K	Buy	+5,874	New	+$338K	0.07%	237
2021 Q1	–	Sell	-425	Closed	-$18K	–	545
2020 Q4	$18K	Buy	+425	New	+$16.3K	﹤0.01%	1186

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

Pinnacle Wealth Planning Services's BNY Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Bank of New York Mellon (BNY) stake by 3.2% in Q2 2026, selling an estimated $34.3K and leaving 7,487 shares worth $1.08M. The position accounts for 0.1% of the portfolio, ranked #112.

Pinnacle Wealth Planning Services first reported a position in BNY in Q4 2020 and has held it in 18 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Pinnacle Wealth Planning Services held 7,487 shares of Bank of New York Mellon worth $1.08M as of Q2 2026.
Pinnacle Wealth Planning Services sold 251 Bank of New York Mellon shares in Q2 2026, an estimated $34.3K.
Bank of New York Mellon made up 0.1% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #112 holding.
Pinnacle Wealth Planning Services first reported a position in Bank of New York Mellon in Q4 2020 and has held it in 18 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.