RWS
BNY

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

Retirement Wealth Solutions’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 		$35.3K Hold
244
– – 0.02% 114
2026
Q1 		$28.9K Hold
244
– – 0.02% 115
2025
Q4 		$28.3K Buy
244
+1
+0.4% +$111 0.02% 130
2025
Q3 		$26.5K Hold
243
– – 0.02% 134
2025
Q2 		$22.2K Hold
243
– – 0.02% 141
2025
Q1 		$20.4K Hold
243
– – 0.02% 132
2024
Q4 		$18.3K Buy
+243
New +$18.8K 0.02% 154

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

Retirement Wealth Solutions's BNY Position: Q2 2026 in Review

Retirement Wealth Solutions held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 244 shares worth $35.3K. The position accounts for 0.02% of the portfolio, ranked #114.

Retirement Wealth Solutions 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.

  • Retirement Wealth Solutions held 244 shares of Bank of New York Mellon worth $35.3K as of Q2 2026.
  • Retirement Wealth Solutions left its Bank of New York Mellon share count unchanged in Q2 2026.
  • Bank of New York Mellon made up 0.02% of Retirement Wealth Solutions's portfolio in Q2 2026, its #114 holding.
  • Retirement Wealth Solutions 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 Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.