TPCW
BNY

TD Private Client Wealth’s Bank of New York Mellon BNY Stock Holding History

TD Private Client 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 		$912K Buy
6,305
+659
+12% +$90.1K 0.02% 386
2026
Q1 		$670K Buy
5,646
+285
+5% +$33.9K 0.01% 431
2025
Q4 		$622K Buy
5,361
+111
+2% +$12.3K 0.01% 435
2025
Q3 		$572K Buy
5,250
+454
+9% +$46.3K 0.01% 454
2025
Q2 		$437K Buy
4,796
+1,280
+36% +$109K 0.01% 490
2025
Q1 		$295K Buy
3,516
+1,261
+56% +$106K 0.01% 534
2024
Q4 		$173K Sell
2,255
-61
-3% -$4.71K ﹤0.01% 628
2024
Q3 		$166K Buy
2,316
+61
+3% +$4.01K ﹤0.01% 642
2024
Q2 		$135K Buy
2,255
+153
+7% +$8.85K ﹤0.01% 643
2024
Q1 		$121K Buy
2,102
+301
+17% +$16.6K ﹤0.01% 655
2023
Q4 		$93.7K Buy
1,801
+973
+118% +$44.8K ﹤0.01% 699
2023
Q3 		$35.3K Sell
828
-68
-8% -$3.03K ﹤0.01% 834
2023
Q2 		$39.9K Sell
896
-150
-14% -$6.44K ﹤0.01% 820
2023
Q1 		$47.5K Sell
1,046
-120
-10% -$5.82K ﹤0.01% 778
2022
Q4 		$53.1K Sell
1,166
-461
-28% -$19.8K ﹤0.01% 732
2022
Q3 		$62.7K Buy
1,627
+300
+23% +$12.8K ﹤0.01% 687
2022
Q2 		$55.3K Sell
1,327
-705
-35% -$31.4K ﹤0.01% 711
2022
Q1 		$101K Buy
2,032
+639
+46% +$36.3K ﹤0.01% 637
2021
Q4 		$80.9K Sell
1,393
-48
-3% -$2.76K ﹤0.01% 666
2021
Q3 		$74.7K Buy
1,441
+34
+2% +$1.77K ﹤0.01% 675
2021
Q2 		$72.1K Sell
1,407
-232
-14% -$11.6K ﹤0.01% 669
2021
Q1 		$77.5K Sell
1,639
-135
-8% -$5.94K ﹤0.01% 634
2020
Q4 		$75.3K Buy
1,774
+254
+17% +$9.75K ﹤0.01% 594
2020
Q3 		$52.2K Sell
1,520
-198
-12% -$7.21K ﹤0.01% 605
2020
Q2 		$66.4K Sell
1,718
-812
-32% -$29.7K ﹤0.01% 571
2020
Q1 		$85.2K Sell
2,530
-973
-28% -$40.9K 0.01% 514
2019
Q4 		$176K Buy
+3,503
New +$167K 0.01% 459

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

TD Private Client Wealth's BNY Position: Q2 2026 in Review

TD Private Client Wealth increased its Bank of New York Mellon (BNY) stake by 12% in Q2 2026, buying an estimated $90.1K and bringing the position to 6,305 shares worth $912K. The position accounts for 0.02% of the portfolio, ranked #386.

TD Private Client Wealth first reported a position in BNY in Q4 2019 and has held it in 27 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • TD Private Client Wealth held 6,305 shares of Bank of New York Mellon worth $912K as of Q2 2026.
  • TD Private Client Wealth bought 659 Bank of New York Mellon shares in Q2 2026, an estimated $90.1K.
  • Bank of New York Mellon made up 0.02% of TD Private Client Wealth's portfolio in Q2 2026, its #386 holding.
  • TD Private Client Wealth first reported a position in Bank of New York Mellon in Q4 2019 and has held it in 27 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.