True Wealth Design’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
True Wealth Design's BNY Position: Q2 2026 in Review
True Wealth Design increased its Bank of New York Mellon (BNY) stake by 5.4% in Q2 2026, buying an estimated $6.43K and bringing the position to 920 shares worth $133K. The position accounts for 0.03% of the portfolio, ranked #188.
True Wealth Design first reported a position in BNY in Q1 2023 and has held it in 8 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- True Wealth Design held 920 shares of Bank of New York Mellon worth $133K as of Q2 2026.
- True Wealth Design bought 47 Bank of New York Mellon shares in Q2 2026, an estimated $6.43K.
- Bank of New York Mellon made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #188 holding.
- True Wealth Design first reported a position in Bank of New York Mellon in Q1 2023 and has held it in 8 quarters since.
- 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.