Thrive Wealth Management
BNY icon

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
Q3 		$319K Buy
2,207
+6
+0.3% +$943 0.04% 185
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Thrive Wealth Management's BNY Position: Q3 2026 in Review

Thrive Wealth Management increased its Bank of New York Mellon (BNY) stake by 0.27% in Q3 2026, buying an estimated $943 and bringing the position to 2,207 shares worth $319K. The position accounts for 0.04% of the portfolio, ranked #185.

Thrive Wealth Management first reported a position in BNY in Q2 2025 and has held it in 6 quarters since. 488 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • Thrive Wealth Management held 2,207 shares of Bank of New York Mellon worth $319K as of Q3 2026.
  • Thrive Wealth Management bought 6 Bank of New York Mellon shares in Q3 2026, an estimated $943.
  • Bank of New York Mellon made up 0.04% of Thrive Wealth Management's portfolio in Q3 2026, its #185 holding.
  • Thrive Wealth Management first reported a position in Bank of New York Mellon in Q2 2025 and has held it in 6 quarters since.
  • 488 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.