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

Sagespring 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	$1.56M	Buy	10,818 +1,103	+11%	+$151K	0.02%	260
2026 Q1	$1.15M	Buy	9,715 +805	+9%	+$95.7K	0.02%	291
2025 Q4	$1.03M	Buy	8,910 +465	+6%	+$51.5K	0.02%	306
2025 Q3	$920K	Buy	8,445 +383	+5%	+$39.1K	0.02%	316
2025 Q2	$735K	Buy	8,062 +791	+11%	+$67.2K	0.02%	353
2025 Q1	$610K	Buy	7,271 +2,030	+39%	+$171K	0.02%	343
2024 Q4	$403K	Buy	+5,241	New	+$405K	0.01%	395

Other funds holding BNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Sagespring Wealth Partners increased its Bank of New York Mellon (BNY) stake by 11% in Q2 2026, buying an estimated $151K and bringing the position to 10,818 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #260.

Sagespring Wealth Partners first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. 1,881 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Sagespring Wealth Partners held 10,818 shares of Bank of New York Mellon worth $1.56M as of Q2 2026.
Sagespring Wealth Partners bought 1,103 Bank of New York Mellon shares in Q2 2026, an estimated $151K.
Bank of New York Mellon made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #260 holding.
Sagespring Wealth Partners first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
1,881 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.