TWP
BNY

Triad Wealth Partners’s Bank of New York Mellon BNY Stock Holding History

Triad Wealth Partners’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 		$411K Buy
+2,633
New +$360K 0.02% 368
2024
Q3 		– Sell
-28
Closed -$1.68K – 152
2024
Q2 		$1.68K Buy
+28
New +$1.62K ﹤0.01% 792

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 $3.38T AUM 44.17% 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

Triad Wealth Partners's BNY Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 2,633 shares worth $411K. The stake represents 0.02% of the portfolio and ranks #368 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in BNY as recently as Q2 2024.

Triad Wealth Partners first reported a position in BNY in Q2 2024 and has held it in 2 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Triad Wealth Partners held 2,633 shares of Bank of New York Mellon worth $411K as of Q2 2026.
  • Bank of New York Mellon was a new Triad Wealth Partners position in Q2 2026.
  • Bank of New York Mellon made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #368 holding.
  • Triad Wealth Partners first reported a position in Bank of New York Mellon in Q2 2024 and has held it in 2 quarters since.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.