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

Tower View 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	$97K	Buy	+671	New	+$105K	0.04%	84

Other funds holding BNY

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Tower View Wealth Management's BNY Position: Q3 2026 in Review

Tower View Wealth Management opened a new position in Bank of New York Mellon (BNY) in Q3 2026: 671 shares worth $97K. The stake represents 0.04% of the portfolio and ranks #84 among its holdings.

887 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

Tower View Wealth Management held 671 shares of Bank of New York Mellon worth $97K as of Q3 2026.
Bank of New York Mellon was a new Tower View Wealth Management position in Q3 2026.
Bank of New York Mellon made up 0.04% of Tower View Wealth Management's portfolio in Q3 2026, its #84 holding.
887 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Tower View Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.