Private Wealth Management Group’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Private Wealth Management Group's BNY Position: Q2 2026 in Review
Private Wealth Management Group held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 279 shares worth $40.3K. The position accounts for 0.01% of the portfolio, ranked #260.
Private Wealth Management Group first reported a position in BNY in Q4 2023 and has held it in 11 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Private Wealth Management Group held 279 shares of Bank of New York Mellon worth $40.3K as of Q2 2026.
- Private Wealth Management Group 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 Management Group's portfolio in Q2 2026, its #260 holding.
- Private Wealth Management Group first reported a position in Bank of New York Mellon in Q4 2023 and has held it in 11 quarters since.
- 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.