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

Signature Wealth Management 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	$3.09M	Hold	21,369	–	–	1.44%	16
2026 Q1	$2.53M	Hold	21,369	–	–	1.27%	16
2025 Q4	$2.48M	Hold	21,369	–	–	1.23%	16
2025 Q3	$2.33M	Buy	21,369 +132	+0.6%	+$13.5K	1.22%	16
2025 Q2	$1.93M	Hold	21,237	–	–	1.11%	18
2025 Q1	$1.78M	Hold	21,237	–	–	1.17%	14
2024 Q4	$1.63M	Hold	21,237	–	–	1.12%	17
2024 Q3	$1.53M	Hold	21,237	–	–	1.1%	17
2024 Q2	$1.27M	Hold	21,237	–	–	0.97%	22
2024 Q1	$1.22M	Sell	21,237 -127	-0.6%	-$6.99K	1%	22
2023 Q4	$1.11M	Hold	21,364	–	–	0.97%	23
2023 Q3	$911K	Buy	21,364 +127	+0.6%	+$5.66K	0.89%	26
2023 Q2	$945K	Hold	21,237	–	–	0.88%	25
2023 Q1	$965K	Hold	21,237	–	–	0.9%	26
2022 Q4	$967K	Hold	21,237	–	–	0.95%	31
2022 Q3	$818K	Hold	21,237	–	–	0.9%	31
2022 Q2	$886K	Hold	21,237	–	–	0.91%	29
2022 Q1	$1.05M	Hold	21,237	–	–	0.9%	29
2021 Q4	$1.23M	Hold	21,237	–	–	1.05%	26
2021 Q3	$1.1M	Hold	21,237	–	–	1%	27
2021 Q2	$1.09M	Hold	21,237	–	–	0.99%	26
2021 Q1	$1M	Hold	21,237	–	–	0.96%	29
2020 Q4	$901K	Buy	+21,237	New	+$815K	0.9%	26

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

Signature Wealth Management Partners's BNY Position: Q2 2026 in Review

Signature Wealth Management Partners held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 21,369 shares worth $3.09M. The position accounts for 1.44% of the portfolio, ranked #16.

Signature Wealth Management Partners first reported a position in BNY in Q4 2020 and has held it in 23 quarters since. 1,870 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Signature Wealth Management Partners held 21,369 shares of Bank of New York Mellon worth $3.09M as of Q2 2026.
Signature Wealth Management Partners left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up 1.44% of Signature Wealth Management Partners's portfolio in Q2 2026, its #16 holding.
Signature Wealth Management Partners first reported a position in Bank of New York Mellon in Q4 2020 and has held it in 23 quarters since.
1,870 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.