Spire Wealth Management’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Spire Wealth Management's BNY Position: Q2 2026 in Review
Spire Wealth Management increased its Bank of New York Mellon (BNY) stake by 2,115% in Q2 2026, buying an estimated $4.34M and bringing the position to 33,241 shares worth $4.81M. The position accounts for 0.15% of the portfolio, ranked #142.
Spire Wealth Management first reported a position in BNY in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.54M in Q1 2025. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Spire Wealth Management held 33,241 shares of Bank of New York Mellon worth $4.81M as of Q2 2026.
- Spire Wealth Management bought 31,740 Bank of New York Mellon shares in Q2 2026, an estimated $4.34M.
- Bank of New York Mellon made up 0.15% of Spire Wealth Management's portfolio in Q2 2026, its #142 holding.
- Spire Wealth Management first reported a position in Bank of New York Mellon in Q1 2021 and has held it in 22 quarters since.
- Spire Wealth Management's Bank of New York Mellon position peaked at $5.54M in Q1 2025.
- 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.