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

Principle 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	$2.3M	Sell	15,930 -902	-5%	-$123K	0.11%	131
2026 Q1	$2M	Buy	16,832 +45	+0.3%	+$5.35K	0.11%	130
2025 Q4	$1.95M	Hold	16,787	–	–	0.11%	128
2025 Q3	$1.83M	Hold	16,787	–	–	0.11%	122
2025 Q2	$1.53M	Buy	16,787 +935	+6%	+$79.4K	0.1%	127
2025 Q1	$1.33M	Hold	15,852	–	–	0.1%	137
2024 Q4	$1.22M	Sell	15,852 -50	-0.3%	-$3.87K	0.09%	141
2024 Q3	$1.14M	Hold	15,902	–	–	0.08%	151
2024 Q2	$952K	Hold	15,902	–	–	0.07%	159
2024 Q1	$916K	Hold	15,902	–	–	0.07%	164
2023 Q4	$828K	Hold	15,902	–	–	0.07%	168
2023 Q3	$678K	Hold	15,902	–	–	0.07%	175
2023 Q2	$708K	Hold	15,902	–	–	0.07%	166
2023 Q1	$723K	Hold	15,902	–	–	0.08%	158
2022 Q4	$724K	Buy	15,902 +1,901	+14%	+$81.5K	0.08%	159
2022 Q3	$539K	Hold	14,001	–	–	0.05%	174
2022 Q2	$584K	Buy	14,001 +1,901	+16%	+$84.7K	0.07%	179
2022 Q1	$601K	Hold	12,100	–	–	0.06%	183
2021 Q4	$703K	Hold	12,100	–	–	0.07%	171
2021 Q3	$627K	Hold	12,100	–	–	0.07%	174
2021 Q2	$620K	Hold	12,100	–	–	0.07%	177
2021 Q1	$572K	Hold	12,100	–	–	0.07%	179
2020 Q4	$514K	Buy	+12,100	New	+$465K	0.07%	174

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

Principle Wealth Partners's BNY Position: Q2 2026 in Review

Principle Wealth Partners reduced its Bank of New York Mellon (BNY) stake by 5.4% in Q2 2026, selling an estimated $123K and leaving 15,930 shares worth $2.3M. The position accounts for 0.11% of the portfolio, ranked #131.

Principle Wealth Partners first reported a position in BNY in Q4 2020 and has held it in 23 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Principle Wealth Partners held 15,930 shares of Bank of New York Mellon worth $2.3M as of Q2 2026.
Principle Wealth Partners sold 902 Bank of New York Mellon shares in Q2 2026, an estimated $123K.
Bank of New York Mellon made up 0.11% of Principle Wealth Partners's portfolio in Q2 2026, its #131 holding.
Principle Wealth Partners first reported a position in Bank of New York Mellon in Q4 2020 and has held it in 23 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.