QWM
BNY

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

Quaker Wealth Management’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
2025
Q2 		– Sell
-455
Closed -$38.1K – 963
2025
Q1 		$38.1K Buy
+455
New +$38.2K 0.01% 181

Other funds holding BNY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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. 711 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.
  • 711 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.