RWP
BNY

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

RWA 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 		$2.21M Buy
15,255
+178
+1% +$24.3K 0.02% 259
2026
Q1 		$1.79M Buy
15,077
+605
+4% +$71.9K 0.02% 273
2025
Q4 		$1.68M Buy
14,472
+1,401
+11% +$155K 0.02% 281
2025
Q3 		$1.42M Buy
13,071
+259
+2% +$26.4K 0.02% 303
2025
Q2 		$1.17M Buy
12,812
+365
+3% +$31K 0.01% 304
2025
Q1 		$1.04M Sell
12,447
-556
-4% -$46.7K 0.01% 316
2024
Q4 		$999K Buy
13,003
+685
+6% +$52.9K 0.01% 324
2024
Q3 		$885K Sell
12,318
-646
-5% -$42.5K 0.01% 340
2024
Q2 		$776K Sell
12,964
-8
-0.1% -$463 0.01% 341
2024
Q1 		$747K Sell
12,972
-432
-3% -$23.8K 0.01% 342
2023
Q4 		$698K Buy
13,404
+8,459
+171% +$390K 0.01% 339
2023
Q3 		$211K Buy
+4,945
New +$220K ﹤0.01% 362
2020
Q1 		– Sell
-4,827
Closed -$243K – 202
2019
Q4 		$243K Buy
4,827
+2
+0% +$95 0.02% 217
2019
Q3 		$218K Buy
4,825
+1
+0% +$45 0.02% 217
2019
Q2 		$213K Sell
4,824
-148
-3% -$6.96K 0.02% 213
2019
Q1 		$251K Sell
4,972
-6,117
-55% -$315K 0.03% 201
2018
Q4 		$522K Buy
11,089
+1
+0% +$49 0.07% 144
2018
Q3 		$565K Buy
11,088
+1
+0% +$53 0.06% 138
2018
Q2 		$598K Buy
11,087
+1,036
+10% +$57.2K 0.07% 146
2018
Q1 		$518K Hold
10,051
– – 0.07% 137
2017
Q4 		$541K Buy
10,051
+182
+2% +$9.7K 0.06% 162
2017
Q3 		$523K Buy
9,869
+3,201
+48% +$168K 0.06% 157
2017
Q2 		$340K Buy
+6,668
New +$319K 0.04% 150

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

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

RWA Wealth Partners increased its Bank of New York Mellon (BNY) stake by 1.2% in Q2 2026, buying an estimated $24.3K and bringing the position to 15,255 shares worth $2.21M. The position accounts for 0.02% of the portfolio, ranked #259.

RWA Wealth Partners first reported a position in BNY in Q2 2017 and has held it in 23 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • RWA Wealth Partners held 15,255 shares of Bank of New York Mellon worth $2.21M as of Q2 2026.
  • RWA Wealth Partners bought 178 Bank of New York Mellon shares in Q2 2026, an estimated $24.3K.
  • Bank of New York Mellon made up 0.02% of RWA Wealth Partners's portfolio in Q2 2026, its #259 holding.
  • RWA Wealth Partners first reported a position in Bank of New York Mellon in Q2 2017 and has held it in 23 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.