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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$67K Buy
464
+2
+0.4% +$273 0.02% 145
2026
Q1
$54.8K Buy
462
+4
+0.9% +$476 0.02% 157
2025
Q4
$53.2K Buy
458
+6
+1% +$664 0.02% 160
2025
Q3
$49.3K Buy
452
+2
+0.4% +$204 0.02% 166
2025
Q2
$41K Buy
+450
New +$38.2K 0.01% 177

Other funds holding BNY

Quaker Wealth Management's BNY Position: Q2 2026 in Review

Quaker Wealth Management increased its Bank of New York Mellon (BNY) stake by 0.43% in Q2 2026, buying an estimated $273 and bringing the position to 464 shares worth $67K. The position accounts for 0.02% of the portfolio, ranked #145.

Quaker Wealth Management first reported a position in BNY in Q2 2025 and has held it in 5 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Quaker Wealth Management held 464 shares of Bank of New York Mellon worth $67K as of Q2 2026.
  • Quaker Wealth Management bought 2 Bank of New York Mellon shares in Q2 2026, an estimated $273.
  • Bank of New York Mellon made up 0.02% of Quaker Wealth Management's portfolio in Q2 2026, its #145 holding.
  • Quaker Wealth Management first reported a position in Bank of New York Mellon in Q2 2025 and has held it in 5 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.