TWM
BNY

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

Thrive Wealth Management’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 		$318K Sell
2,201
-112
-5% -$15.3K 0.04% 182
2026
Q1 		$274K Buy
2,313
+62
+3% +$7.37K 0.04% 189
2025
Q4 		$261K Sell
2,251
-4
-0.2% -$443 0.04% 198
2025
Q3 		$246K Buy
2,255
+16
+0.7% +$1.63K 0.04% 206
2025
Q2 		$204K Buy
+2,239
New +$190K 0.03% 223

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

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

Thrive Wealth Management reduced its Bank of New York Mellon (BNY) stake by 4.8% in Q2 2026, selling an estimated $15.3K and leaving 2,201 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #182.

Thrive Wealth Management first reported a position in BNY in Q2 2025 and has held it in 5 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Thrive Wealth Management held 2,201 shares of Bank of New York Mellon worth $318K as of Q2 2026.
  • Thrive Wealth Management sold 112 Bank of New York Mellon shares in Q2 2026, an estimated $15.3K.
  • Bank of New York Mellon made up 0.04% of Thrive Wealth Management's portfolio in Q2 2026, its #182 holding.
  • Thrive Wealth Management first reported a position in Bank of New York Mellon in Q2 2025 and has held it in 5 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.