Sax Wealth Advisors’s Bank of New York Mellon BNY Stock Holding History

Sax Wealth Advisors’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	$714K	Buy	6,015 +277	+5%	+$37.9K	0.03%	276
2026 Q1	$666K	Sell	5,738 -149	-3%	-$17.7K	0.03%	244
2025 Q4	$683K	Sell	5,887 -278	-5%	-$30.8K	0.03%	248
2025 Q3	$672K	Buy	6,165 +685	+13%	+$69.9K	0.04%	228
2025 Q2	$499K	Buy	5,480 +202	+4%	+$17.2K	0.03%	259
2025 Q1	$443K	Buy	5,278 +117	+2%	+$9.83K	0.03%	238
2024 Q4	$397K	Buy	+5,161	New	+$399K	0.03%	225
2024 Q3	–	Sell	-4,546	Closed	-$272K	–	304
2024 Q2	$272K	Buy	+4,546	New	+$263K	0.03%	223
2024 Q1	–	Sell	-4,481	Closed	-$233K	–	206
2023 Q4	$233K	Buy	+4,481	New	+$206K	0.04%	169
2023 Q2	–	Sell	-4,481	Closed	-$204K	–	179
2023 Q1	$204K	Hold	4,481	–	–	0.04%	169
2022 Q4	$204K	Buy	+4,481	New	+$192K	0.05%	158
2022 Q2	–	Sell	-4,481	Closed	-$222K	–	168
2022 Q1	$222K	Hold	4,481	–	–	0.05%	157
2021 Q4	$260K	Sell	4,481 -1,500	-25%	-$86.3K	0.05%	153
2021 Q3	$310K	Hold	5,981	–	–	0.07%	130
2021 Q2	$306K	Hold	5,981	–	–	0.11%	120
2021 Q1	$283K	Hold	5,981	–	–	0.1%	116
2020 Q4	$254K	Buy	+5,981	New	+$230K	0.12%	108

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 $3.38T AUM 44.17% 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

Sax Wealth Advisors's BNY Position: Q2 2026 in Review

Sax Wealth Advisors increased its Bank of New York Mellon (BNY) stake by 4.8% in Q2 2026, buying an estimated $37.9K and bringing the position to 6,015 shares worth $714K. The position accounts for 0.03% of the portfolio, ranked #276.

Sax Wealth Advisors first reported a position in BNY in Q4 2020 and has held it in 17 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Sax Wealth Advisors held 6,015 shares of Bank of New York Mellon worth $714K as of Q2 2026.
Sax Wealth Advisors bought 277 Bank of New York Mellon shares in Q2 2026, an estimated $37.9K.
Bank of New York Mellon made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #276 holding.
Sax Wealth Advisors first reported a position in Bank of New York Mellon in Q4 2020 and has held it in 17 quarters since.
1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

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