SW
BNY

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

SteelPeak Wealth’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 		$486K Sell
3,360
-53
-2% -$7.25K 0.01% 435
2026
Q1 		$405K Sell
3,413
-35
-1% -$4.16K 0.01% 406
2025
Q4 		$400K Sell
3,448
-24,677
-88% -$2.73M 0.01% 385
2025
Q3 		$3.06M Sell
28,125
-19,239
-41% -$1.96M 0.1% 152
2025
Q2 		$4.32M Buy
47,364
+43,908
+1,270% +$3.73M 0.17% 108
2025
Q1 		$290K Sell
3,456
-56,898
-94% -$4.78M 0.01% 420
2024
Q4 		$4.64M Buy
60,354
+57,172
+1,797% +$4.42M 0.19% 99
2024
Q3 		$229K Buy
+3,182
New +$209K 0.01% 431
2024
Q1 		– Sell
-5,078
Closed -$264K – 483
2023
Q4 		$264K Sell
5,078
-8,040
-61% -$370K 0.02% 351
2023
Q3 		$559K Sell
13,118
-15
-0.1% -$668 0.04% 240
2023
Q2 		$585K Sell
13,133
-54,479
-81% -$2.34M 0.03% 227
2023
Q1 		$3.07M Buy
67,612
+16,424
+32% +$796K 0.21% 91
2022
Q4 		$2.33M Sell
51,188
-13,362
-21% -$573K 0.17% 105
2022
Q3 		$2.49M Buy
64,550
+18,197
+39% +$776K 0.19% 99
2022
Q2 		$1.93M Buy
+46,353
New +$2.06M 0.14% 117
2021
Q2 		– Sell
-33,471
Closed -$1.58M – 424
2021
Q1 		$1.58M Sell
33,471
-11,531
-26% -$507K 0.12% 124
2020
Q4 		$1.91M Buy
45,002
+1,553
+4% +$59.6K 0.17% 101
2020
Q3 		$1.49M Buy
+43,449
New +$1.58M 0.16% 103

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SteelPeak Wealth's BNY Position: Q2 2026 in Review

SteelPeak Wealth reduced its Bank of New York Mellon (BNY) stake by 1.6% in Q2 2026, selling an estimated $7.25K and leaving 3,360 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #435.

SteelPeak Wealth first reported a position in BNY in Q3 2020 and has held it in 18 quarters since. The position peaked at $4.64M in Q4 2024. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • SteelPeak Wealth held 3,360 shares of Bank of New York Mellon worth $486K as of Q2 2026.
  • SteelPeak Wealth sold 53 Bank of New York Mellon shares in Q2 2026, an estimated $7.25K.
  • Bank of New York Mellon made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #435 holding.
  • SteelPeak Wealth first reported a position in Bank of New York Mellon in Q3 2020 and has held it in 18 quarters since.
  • SteelPeak Wealth's Bank of New York Mellon position peaked at $4.64M in Q4 2024.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.