Quotient Wealth Partners’s Bank of New York Mellon BNY Stock Holding History

Quotient Wealth Partners’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	$609K	Buy	4,213 +482	+13%	+$65.9K	0.01%	188
2026 Q1	$443K	Buy	3,731 +130	+4%	+$15.5K	0.01%	217
2025 Q4	$418K	Sell	3,601 -43	-1%	-$4.76K	0.01%	224
2025 Q3	$397K	Sell	3,644 -189	-5%	-$19.3K	0.01%	234
2025 Q2	$349K	Buy	3,833 +662	+21%	+$56.2K	0.01%	244
2025 Q1	$266K	Buy	3,171 +141	+5%	+$11.8K	0.01%	273
2024 Q4	$233K	Buy	3,030 +172	+6%	+$13.3K	0.01%	293
2024 Q3	$205K	Buy	+2,858	New	+$188K	0.01%	306

Other funds holding BNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Quotient Wealth Partners's BNY Position: Q2 2026 in Review

Quotient Wealth Partners increased its Bank of New York Mellon (BNY) stake by 13% in Q2 2026, buying an estimated $65.9K and bringing the position to 4,213 shares worth $609K. The position accounts for 0.01% of the portfolio, ranked #188.

Quotient Wealth Partners first reported a position in BNY in Q3 2024 and has held it in 8 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Quotient Wealth Partners held 4,213 shares of Bank of New York Mellon worth $609K as of Q2 2026.
Quotient Wealth Partners bought 482 Bank of New York Mellon shares in Q2 2026, an estimated $65.9K.
Bank of New York Mellon made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #188 holding.
Quotient Wealth Partners first reported a position in Bank of New York Mellon in Q3 2024 and has held it in 8 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.