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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$507K Sell
3,506
-413
-11% -$56.5K 0.68% 42
2026
Q1
$465K Sell
3,919
-11
-0.3% -$1.31K 0.7% 40
2025
Q4
$456K Buy
+3,930
New +$435K 0.67% 44

Other funds holding BNY

Stronghold Wealth Management's BNY Position: Q2 2026 in Review

Stronghold Wealth Management reduced its Bank of New York Mellon (BNY) stake by 11% in Q2 2026, selling an estimated $56.5K and leaving 3,506 shares worth $507K. The position accounts for 0.68% of the portfolio, ranked #42.

Stronghold Wealth Management first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,874 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Stronghold Wealth Management held 3,506 shares of Bank of New York Mellon worth $507K as of Q2 2026.
  • Stronghold Wealth Management sold 413 Bank of New York Mellon shares in Q2 2026, an estimated $56.5K.
  • Bank of New York Mellon made up 0.68% of Stronghold Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Stronghold Wealth Management first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
  • 1,874 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Stronghold Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.