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

Rede Wealth’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	$310K	Buy	2,143 +1	+0%	+$137	0.1%	95
2026 Q1	$254K	Buy	2,142 +2	+0.1%	+$238	0.09%	97
2025 Q4	$248K	Buy	+2,140	New	+$237K	0.09%	97
2022 Q1	–	Sell	-3,931	Closed	-$228K	–	108
2021 Q4	$228K	Buy	3,931 +2	+0.1%	+$115	0.11%	98
2021 Q3	$204K	Sell	3,929 -794	-17%	-$41.3K	0.11%	105
2021 Q2	$242K	Buy	+4,723	New	+$236K	0.13%	98

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

Rede Wealth's BNY Position: Q2 2026 in Review

Rede Wealth increased its Bank of New York Mellon (BNY) stake by 0.05% in Q2 2026, buying an estimated $137 and bringing the position to 2,143 shares worth $310K. The position accounts for 0.1% of the portfolio, ranked #95.

Rede Wealth first reported a position in BNY in Q2 2021 and has held it in 6 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Rede Wealth held 2,143 shares of Bank of New York Mellon worth $310K as of Q2 2026.
Rede Wealth bought 1 Bank of New York Mellon share in Q2 2026, an estimated $137.
Bank of New York Mellon made up 0.1% of Rede Wealth's portfolio in Q2 2026, its #95 holding.
Rede Wealth first reported a position in Bank of New York Mellon in Q2 2021 and has held it in 6 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

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