RWM
BNY

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

Rialto Wealth Management’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 		$336K Sell
2,324
-13
-0.6% -$1.78K 0.07% 135
2026
Q1 		$277K Buy
2,337
+77
+3% +$9.16K 0.06% 132
2025
Q4 		$262K Buy
2,260
+341
+18% +$37.7K 0.06% 138
2025
Q3 		$209K Buy
1,919
+7
+0.4% +$714 0.05% 148
2025
Q2 		$174K Buy
1,912
+16
+0.8% +$1.36K 0.05% 157
2025
Q1 		$159K Buy
1,896
+6
+0.3% +$504 0.05% 163
2024
Q4 		$145K Buy
+1,890
New +$146K 0.05% 168

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

Rialto Wealth Management's BNY Position: Q2 2026 in Review

Rialto Wealth Management reduced its Bank of New York Mellon (BNY) stake by 0.56% in Q2 2026, selling an estimated $1.78K and leaving 2,324 shares worth $336K. The position accounts for 0.07% of the portfolio, ranked #135.

Rialto Wealth Management first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Rialto Wealth Management held 2,324 shares of Bank of New York Mellon worth $336K as of Q2 2026.
  • Rialto Wealth Management sold 13 Bank of New York Mellon shares in Q2 2026, an estimated $1.78K.
  • Bank of New York Mellon made up 0.07% of Rialto Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Rialto Wealth Management first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.