Red Door 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
$1.04M Buy
7,165
+31
+0.4% +$4.24K 0.09% 115
2026
Q1
$846K Buy
7,134
+1,516
+27% +$180K 0.09% 119
2025
Q4
$652K Buy
5,618
+4
+0.1% +$443 0.07% 139
2025
Q3
$612K Sell
5,614
-50
-0.9% -$5.1K 0.07% 143
2025
Q2
$516K Buy
+5,664
New +$481K 0.06% 155
2021
Q3
– Sell
-75
Closed -$3K – 207
2021
Q2
$3K Buy
+75
New +$3.75K ﹤0.01% 539

Other funds holding BNY

Red Door Wealth Management's BNY Position: Q2 2026 in Review

Red Door Wealth Management increased its Bank of New York Mellon (BNY) stake by 0.43% in Q2 2026, buying an estimated $4.24K and bringing the position to 7,165 shares worth $1.04M. The position accounts for 0.09% of the portfolio, ranked #115.

Red Door Wealth Management first reported a position in BNY in Q2 2021 and has held it in 6 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Red Door Wealth Management held 7,165 shares of Bank of New York Mellon worth $1.04M as of Q2 2026.
  • Red Door Wealth Management bought 31 Bank of New York Mellon shares in Q2 2026, an estimated $4.24K.
  • Bank of New York Mellon made up 0.09% of Red Door Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Red Door Wealth Management first reported a position in Bank of New York Mellon in Q2 2021 and has held it in 6 quarters since.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

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