RWM
BNY

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

Ritholtz 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 		$4.64M Buy
32,064
+498
+2% +$68.1K 0.07% 203
2026
Q1 		$3.74M Sell
31,566
-1,456
-4% -$173K 0.07% 225
2025
Q4 		$3.83M Buy
33,022
+2,312
+8% +$256K 0.07% 201
2025
Q3 		$3.35M Hold
30,710
– – 0.07% 212
2025
Q2 		$2.8M Buy
30,710
+1,540
+5% +$131K 0.06% 216
2025
Q1 		$2.45M Buy
29,170
+236
+0.8% +$19.8K 0.07% 202
2024
Q4 		$2.22M Buy
28,934
+1,291
+5% +$99.8K 0.07% 209
2024
Q3 		$1.99M Buy
27,643
+2,718
+11% +$179K 0.06% 234
2024
Q2 		$1.49M Sell
24,925
-123
-0.5% -$7.12K 0.05% 254
2024
Q1 		$1.44M Buy
25,048
+1,111
+5% +$61.2K 0.05% 263
2023
Q4 		$1.25M Buy
23,937
+2,289
+11% +$105K 0.05% 260
2023
Q3 		$923K Sell
21,648
-5,562
-20% -$248K 0.04% 303
2023
Q2 		$1.21M Sell
27,210
-25,614
-48% -$1.1M 0.05% 222
2023
Q1 		$2.4M Buy
52,824
+4,998
+10% +$242K 0.12% 101
2022
Q4 		$2.18M Buy
47,826
+21,476
+82% +$921K 0.12% 118
2022
Q3 		$1.01M Buy
26,350
+4,474
+20% +$191K 0.05% 237
2022
Q2 		$912K Buy
21,876
+9,303
+74% +$414K 0.06% 200
2022
Q1 		$624K Buy
12,573
+7,086
+129% +$403K 0.04% 267
2021
Q4 		$319K Buy
5,487
+58
+1% +$3.33K 0.02% 398
2021
Q3 		$281K Buy
5,429
+37
+0.7% +$1.92K 0.02% 382
2021
Q2 		$276K Hold
5,392
– – 0.02% 383
2021
Q1 		$255K Sell
5,392
-50
-0.9% -$2.2K 0.02% 353
2020
Q4 		$231K Buy
+5,442
New +$209K 0.02% 308

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

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

Ritholtz Wealth Management increased its Bank of New York Mellon (BNY) stake by 1.6% in Q2 2026, buying an estimated $68.1K and bringing the position to 32,064 shares worth $4.64M. The position accounts for 0.07% of the portfolio, ranked #203.

Ritholtz Wealth Management first reported a position in BNY in Q4 2020 and has held it in 23 quarters since. 1,874 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Ritholtz Wealth Management held 32,064 shares of Bank of New York Mellon worth $4.64M as of Q2 2026.
  • Ritholtz Wealth Management bought 498 Bank of New York Mellon shares in Q2 2026, an estimated $68.1K.
  • Bank of New York Mellon made up 0.07% of Ritholtz Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Ritholtz Wealth Management first reported a position in Bank of New York Mellon in Q4 2020 and has held it in 23 quarters since.
  • 1,874 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.