Prestige Wealth Management Group’s Bank of New York Mellon BNY Stock Holding History

Prestige Wealth Management Group’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	$606K	Buy	4,194 +2,360	+129%	+$323K	0.11%	95
2026 Q1	$218K	Hold	1,834	–	–	0.04%	156
2025 Q4	$213K	Hold	1,834	–	–	0.04%	160
2025 Q3	$200K	Sell	1,834 -13	-0.7%	-$1.33K	0.04%	173
2025 Q2	$168K	Hold	1,847	–	–	0.03%	174
2025 Q1	$155K	Hold	1,847	–	–	0.03%	166
2024 Q4	$142K	Hold	1,847	–	–	0.03%	174
2024 Q3	$133K	Hold	1,847	–	–	0.03%	174
2024 Q2	$111K	Hold	1,847	–	–	0.02%	168
2024 Q1	$106K	Hold	1,847	–	–	0.02%	196
2023 Q4	$96.1K	Hold	1,847	–	–	0.02%	190
2023 Q3	$78.8K	Hold	1,847	–	–	0.02%	204
2023 Q2	$82.2K	Hold	1,847	–	–	0.02%	224
2023 Q1	$83.9K	Sell	1,847 -118	-6%	-$5.72K	0.02%	202
2022 Q4	$89.4K	Buy	1,965 +95	+5%	+$4.07K	0.02%	200
2022 Q3	$72K	Sell	1,870 -17	-0.9%	-$725	0.02%	196
2022 Q2	$79K	Buy	1,887 +26	+1%	+$1.16K	0.02%	198
2022 Q1	$92K	Hold	1,861	–	–	0.02%	191
2021 Q4	$109K	Hold	1,861	–	–	0.03%	189
2021 Q3	$96K	Hold	1,861	–	–	0.02%	192
2021 Q2	$95K	Sell	1,861 -307	-14%	-$15.4K	0.03%	187
2021 Q1	$102K	Buy	2,168 +307	+16%	+$13.5K	0.03%	182
2020 Q4	$79K	Sell	1,861 -416	-18%	-$16K	0.02%	198
2020 Q3	$79K	Hold	2,277	–	–	0.02%	195
2020 Q2	$88K	Sell	2,277 -164	-7%	-$6K	0.03%	167
2020 Q1	$81K	Sell	2,441 -4,452	-65%	-$187K	0.03%	134
2019 Q4	$347K	Sell	6,893 -97	-1%	-$4.63K	0.19%	84
2019 Q3	$316K	Sell	6,990 -125	-2%	-$5.57K	0.18%	83
2019 Q2	$314K	Sell	7,115 -1,236	-15%	-$58.1K	0.19%	82
2019 Q1	$421K	Sell	8,351 -305	-4%	-$15.7K	0.26%	77
2018 Q4	$407K	Buy	+8,656	New	+$420K	0.3%	64

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

Prestige Wealth Management Group's BNY Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Bank of New York Mellon (BNY) stake by 129% in Q2 2026, buying an estimated $323K and bringing the position to 4,194 shares worth $606K. The position accounts for 0.11% of the portfolio, ranked #95.

Prestige Wealth Management Group first reported a position in BNY in Q4 2018 and has held it in 31 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Prestige Wealth Management Group held 4,194 shares of Bank of New York Mellon worth $606K as of Q2 2026.
Prestige Wealth Management Group bought 2,360 Bank of New York Mellon shares in Q2 2026, an estimated $323K.
Bank of New York Mellon made up 0.11% of Prestige Wealth Management Group's portfolio in Q2 2026, its #95 holding.
Prestige Wealth Management Group first reported a position in Bank of New York Mellon in Q4 2018 and has held it in 31 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.