UWS
BNY

Unique Wealth Strategies’s Bank of New York Mellon BNY Stock Holding History

Unique Wealth Strategies’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 		$1.69M Sell
11,714
-42
-0.4% -$5.74K 0.62% 29
2026
Q1 		$1.39M Sell
11,756
-205
-2% -$24.4K 0.57% 38
2025
Q4 		$1.39M Sell
11,961
-513
-4% -$56.8K 0.54% 43
2025
Q3 		$1.36M Sell
12,474
-263
-2% -$26.8K 0.53% 42
2025
Q2 		$1.16M Buy
12,737
+7
+0.1% +$594 0.48% 49
2025
Q1 		$1.07M Sell
12,730
-182
-1% -$15.3K 0.48% 52
2024
Q4 		$992K Sell
12,912
-681
-5% -$52.6K 0.43% 56
2024
Q3 		$977K Sell
13,593
-662
-5% -$43.5K 0.41% 61
2024
Q2 		$821K Hold
14,255
– – 0.38% 73
2024
Q1 		$821K Buy
14,255
+184
+1% +$10.1K 0.4% 73
2023
Q4 		$732K Buy
+14,071
New +$648K 0.49% 75

Other funds holding BNY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Unique Wealth Strategies's BNY Position: Q2 2026 in Review

Unique Wealth Strategies reduced its Bank of New York Mellon (BNY) stake by 0.36% in Q2 2026, selling an estimated $5.74K and leaving 11,714 shares worth $1.69M. The position accounts for 0.62% of the portfolio, ranked #29.

Unique Wealth Strategies first reported a position in BNY in Q4 2023 and has held it in 11 quarters since. 311 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Unique Wealth Strategies held 11,714 shares of Bank of New York Mellon worth $1.69M as of Q2 2026.
  • Unique Wealth Strategies sold 42 Bank of New York Mellon shares in Q2 2026, an estimated $5.74K.
  • Bank of New York Mellon made up 0.62% of Unique Wealth Strategies's portfolio in Q2 2026, its #29 holding.
  • Unique Wealth Strategies first reported a position in Bank of New York Mellon in Q4 2023 and has held it in 11 quarters since.
  • 311 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.