SHP Wealth Management’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
SHP Wealth Management's BNY Position: Q2 2026 in Review
SHP Wealth Management increased its Bank of New York Mellon (BNY) stake by 52% in Q2 2026, buying an estimated $50.7K and bringing the position to 1,084 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #344.
SHP Wealth Management first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- SHP Wealth Management held 1,084 shares of Bank of New York Mellon worth $157K as of Q2 2026.
- SHP Wealth Management bought 371 Bank of New York Mellon shares in Q2 2026, an estimated $50.7K.
- Bank of New York Mellon made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #344 holding.
- SHP Wealth Management first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
- 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.