Smallwood Wealth Investment Management’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Smallwood Wealth Investment Management's BNY Position: Q2 2026 in Review
Smallwood Wealth Investment Management reduced its Bank of New York Mellon (BNY) stake by 2.3% in Q2 2026, selling an estimated $2.46K and leaving 752 shares worth $109K. The position accounts for 0.05% of the portfolio, ranked #131.
Smallwood Wealth Investment Management first reported a position in BNY in Q1 2025 and has held it in 6 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Smallwood Wealth Investment Management held 752 shares of Bank of New York Mellon worth $109K as of Q2 2026.
- Smallwood Wealth Investment Management sold 18 Bank of New York Mellon shares in Q2 2026, an estimated $2.46K.
- Bank of New York Mellon made up 0.05% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #131 holding.
- Smallwood Wealth Investment Management first reported a position in Bank of New York Mellon in Q1 2025 and has held it in 6 quarters since.
- 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.