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

Premier Path 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
Q3 		$4.33M Buy
29,909
+28
+0.1% +$4.4K 0.51% 50
2026
Q2 		$4.32M Buy
29,881
+481
+2% +$65.8K 0.5% 47
2026
Q1 		$3.49M Buy
29,400
+1,363
+5% +$162K 0.45% 44
2025
Q4 		$3.25M Buy
28,037
+4,039
+17% +$447K 0.42% 51
2025
Q3 		$2.61M Buy
23,998
+63
+0.3% +$6.42K 0.34% 67
2025
Q2 		$2.18M Buy
23,935
+721
+3% +$61.2K 0.3% 76
2025
Q1 		$1.95M Buy
23,214
+170
+0.7% +$14.3K 0.3% 79
2024
Q4 		$1.77M Buy
23,044
+319
+1% +$24.7K 0.27% 88
2024
Q3 		$1.63M Sell
22,725
-19,661
-46% -$1.29M 0.26% 94
2024
Q2 		$2.54M Buy
42,386
+409
+1% +$23.7K 0.43% 50
2024
Q1 		$2.42M Sell
41,977
-41
-0.1% -$2.26K 0.46% 48
2023
Q4 		$2.18M Buy
+42,018
New +$1.94M 0.48% 44

Other funds holding BNY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Premier Path Wealth Partners's BNY Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Bank of New York Mellon (BNY) stake by 0.09% in Q3 2026, buying an estimated $4.4K and bringing the position to 29,909 shares worth $4.33M. The position accounts for 0.51% of the portfolio, ranked #50.

Premier Path Wealth Partners first reported a position in BNY in Q4 2023 and has held it in 12 quarters since. 578 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • Premier Path Wealth Partners held 29,909 shares of Bank of New York Mellon worth $4.33M as of Q3 2026.
  • Premier Path Wealth Partners bought 28 Bank of New York Mellon shares in Q3 2026, an estimated $4.4K.
  • Bank of New York Mellon made up 0.51% of Premier Path Wealth Partners's portfolio in Q3 2026, its #50 holding.
  • Premier Path Wealth Partners first reported a position in Bank of New York Mellon in Q4 2023 and has held it in 12 quarters since.
  • 578 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.