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 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

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

Premier Path Wealth Partners's BNY Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Bank of New York Mellon (BNY) stake by 1.6% in Q2 2026, buying an estimated $65.8K and bringing the position to 29,881 shares worth $4.32M. The position accounts for 0.5% of the portfolio, ranked #47.

Premier Path Wealth Partners first reported a position in BNY in Q4 2023 and has held it in 11 quarters since. 1,879 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Premier Path Wealth Partners held 29,881 shares of Bank of New York Mellon worth $4.32M as of Q2 2026.
Premier Path Wealth Partners bought 481 Bank of New York Mellon shares in Q2 2026, an estimated $65.8K.
Bank of New York Mellon made up 0.5% of Premier Path Wealth Partners's portfolio in Q2 2026, its #47 holding.
Premier Path Wealth Partners first reported a position in Bank of New York Mellon in Q4 2023 and has held it in 11 quarters since.
1,879 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.