SWP
BNY

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

Strategic Wealth 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 		– Sell
-1
Closed -$170 – 1474
2026
Q1 		$170 Buy
+1
New +$119 ﹤0.01% 1384
2019
Q4 		– Sell
-2,099
Closed -$91 – 169
2019
Q3 		$91 Sell
2,099
-215
-9% -$9.57K ﹤0.01% 273
2019
Q2 		$102K Sell
2,314
-474
-17% -$22.3K 0.05% 177
2019
Q1 		$143K Sell
2,788
-485
-15% -$25K 0.07% 158
2018
Q4 		$157K Sell
3,273
-15,603
-83% -$758K 0.08% 145
2018
Q3 		$963K Buy
18,876
+1,457
+8% +$76.7K 0.51% 69
2018
Q2 		$939K Sell
17,419
-3,055
-15% -$169K 0.54% 59
2018
Q1 		$1.05M Buy
20,474
+12,986
+173% +$722K 0.54% 59
2017
Q4 		$381K Buy
+7,488
New +$399K 0.21% 120

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

Strategic Wealth Partners's BNY Position: Q2 2026 in Review

Strategic Wealth Partners sold out of Bank of New York Mellon (BNY) in Q2 2026, closing a stake of 1 share — an estimated $170 sold.

Strategic Wealth Partners first reported a position in BNY in Q4 2017 and held it in 9 quarters. The position peaked at $1.05M in Q1 2018. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Strategic Wealth Partners reported no remaining Bank of New York Mellon position as of Q2 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 1 Bank of New York Mellon share in Q2 2026, an estimated $170.
  • Strategic Wealth Partners first reported a position in Bank of New York Mellon in Q4 2017 and held it in 9 quarters.
  • Strategic Wealth Partners's Bank of New York Mellon position peaked at $1.05M in Q1 2018.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.