Private Wealth Asset Management’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Private Wealth Asset Management's BNY Position: Q2 2026 in Review
Private Wealth Asset Management held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 592 shares worth $85.6K. The position accounts for 0.01% of the portfolio, ranked #354.
Private Wealth Asset Management first reported a position in BNY in Q1 2025 and has held it in 6 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Private Wealth Asset Management held 592 shares of Bank of New York Mellon worth $85.6K as of Q2 2026.
- Private Wealth Asset Management left its Bank of New York Mellon share count unchanged in Q2 2026.
- Bank of New York Mellon made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #354 holding.
- Private Wealth Asset Management first reported a position in Bank of New York Mellon in Q1 2025 and has held it in 6 quarters since.
- 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.