WAL
BNY

W Advisors LLC’s Bank of New York Mellon BNY Stock Holding History

W Advisors LLC’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 		$353K Hold
2,444
– – 0.16% 108
2026
Q1 		$290K Sell
2,444
-7
-0.3% -$832 0.15% 112
2025
Q4 		$285K Buy
2,451
+8
+0.3% +$885 0.14% 112
2025
Q3 		$266K Buy
2,443
+4
+0.2% +$408 0.14% 114
2025
Q2 		$222K Sell
2,439
-95
-4% -$8.07K 0.13% 118
2025
Q1 		$213K Buy
+2,534
New +$213K 0.13% 112

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 $3.37T AUM 44.26% 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

W Advisors LLC's BNY Position: Q2 2026 in Review

W Advisors LLC held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 2,444 shares worth $353K. The position accounts for 0.16% of the portfolio, ranked #108.

W Advisors LLC first reported a position in BNY in Q1 2025 and has held it in 6 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • W Advisors LLC held 2,444 shares of Bank of New York Mellon worth $353K as of Q2 2026.
  • W Advisors LLC left its Bank of New York Mellon share count unchanged in Q2 2026.
  • Bank of New York Mellon made up 0.16% of W Advisors LLC's portfolio in Q2 2026, its #108 holding.
  • W Advisors LLC first reported a position in Bank of New York Mellon in Q1 2025 and has held it in 6 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.