RWP
BNY

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

Revolve 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 		$398K Buy
2,754
+183
+7% +$25K 0.04% 228
2026
Q1 		$305K Buy
2,571
+143
+6% +$17K 0.04% 177
2025
Q4 		$282K Buy
2,428
+10
+0.4% +$1.11K 0.03% 188
2025
Q3 		$263K Sell
2,418
-519
-18% -$52.9K 0.03% 188
2025
Q2 		$268K Buy
2,937
+1
+0% +$85 0.03% 183
2025
Q1 		$246K Buy
2,936
+78
+3% +$6.55K 0.04% 184
2024
Q4 		$220K Buy
+2,858
New +$221K 0.03% 203

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

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

Revolve Wealth Partners increased its Bank of New York Mellon (BNY) stake by 7.1% in Q2 2026, buying an estimated $25K and bringing the position to 2,754 shares worth $398K. The position accounts for 0.04% of the portfolio, ranked #228.

Revolve Wealth Partners first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Revolve Wealth Partners held 2,754 shares of Bank of New York Mellon worth $398K as of Q2 2026.
  • Revolve Wealth Partners bought 183 Bank of New York Mellon shares in Q2 2026, an estimated $25K.
  • Bank of New York Mellon made up 0.04% of Revolve Wealth Partners's portfolio in Q2 2026, its #228 holding.
  • Revolve Wealth Partners first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.