Q1WB
BNY

Quest 10 Wealth Builders’s Bank of New York Mellon BNY Stock Holding History

Quest 10 Wealth Builders’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 		$80.6K Sell
557
-20
-3% -$2.73K 0.06% 164
2026
Q1 		$68.5K Buy
577
+69
+14% +$8.21K 0.06% 174
2025
Q4 		$59K Sell
508
-25
-5% -$2.77K 0.05% 171
2025
Q3 		$58.1K Buy
533
+25
+5% +$2.55K 0.05% 167
2025
Q2 		$46.3K Sell
508
-16
-3% -$1.36K 0.05% 184
2025
Q1 		$44K Sell
524
-67
-11% -$5.63K 0.05% 181
2024
Q4 		$45.4K Buy
+591
New +$45.7K 0.05% 194

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Quest 10 Wealth Builders's BNY Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its Bank of New York Mellon (BNY) stake by 3.5% in Q2 2026, selling an estimated $2.73K and leaving 557 shares worth $80.6K. The position accounts for 0.06% of the portfolio, ranked #164.

Quest 10 Wealth Builders first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Quest 10 Wealth Builders held 557 shares of Bank of New York Mellon worth $80.6K as of Q2 2026.
  • Quest 10 Wealth Builders sold 20 Bank of New York Mellon shares in Q2 2026, an estimated $2.73K.
  • Bank of New York Mellon made up 0.06% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #164 holding.
  • Quest 10 Wealth Builders first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.