Wealth Enhancement Advisory Services’s Bank of New York Mellon BNY Stock Holding History

Wealth Enhancement Advisory Services’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	$16.5M	Sell	112,489 -112,792	-50%	-$15.4M	0.03%	500
2026 Q1	$26.9M	Sell	225,281 -199,557	-47%	-$23.7M	0.05%	309
2025 Q4	$51.5M	Buy	424,838 +89,316	+27%	+$9.88M	0.07%	248
2025 Q3	$35.9M	Buy	335,522 +144,869	+76%	+$14.8M	0.05%	303
2025 Q2	$17.6M	Sell	190,653 -32,785	-15%	-$2.78M	0.03%	460
2025 Q1	$18.7M	Buy	223,438 +50,368	+29%	+$4.23M	0.04%	416
2024 Q4	$13.3M	Buy	173,070 +83,649	+94%	+$6.47M	0.03%	485
2024 Q3	$6.43M	Buy	89,421 +25,294	+39%	+$1.66M	0.01%	652
2024 Q2	$3.84M	Buy	64,127 +10,114	+19%	+$585K	0.01%	763
2024 Q1	$3.11M	Buy	54,013 +4,304	+9%	+$237K	0.01%	800
2023 Q4	$2.59M	Buy	49,709 +1,685	+4%	+$77.6K	0.01%	813
2023 Q3	$2.05M	Buy	+48,024	New	+$2.14M	0.01%	853
2022 Q4	–	Sell	-375,980	Closed	-$14.8M	–	324
2022 Q3	$14.8M	Buy	375,980 +343,211	+1,047%	+$14.6M	0.21%	66
2022 Q2	$1.37M	Sell	32,769 -85,772	-72%	-$3.82M	0.02%	230
2022 Q1	$5.87M	Buy	118,541 +7,164	+6%	+$407K	0.08%	125
2021 Q4	$6.64M	Buy	111,377 +87,638	+369%	+$5.04M	0.1%	98
2021 Q3	$1.4M	Buy	+23,739	New	+$1.23M	0.02%	171

Other funds holding BNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealth Enhancement Advisory Services's BNY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Bank of New York Mellon (BNY) stake by 50% in Q2 2026, selling an estimated $15.4M and leaving 112,489 shares worth $16.5M. The position accounts for 0.03% of the portfolio, ranked #500.

Wealth Enhancement Advisory Services first reported a position in BNY in Q3 2021 and has held it in 17 quarters since. The position peaked at $51.5M in Q4 2025. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Wealth Enhancement Advisory Services held 112,489 shares of Bank of New York Mellon worth $16.5M as of Q2 2026.
Wealth Enhancement Advisory Services sold 112,792 Bank of New York Mellon shares in Q2 2026, an estimated $15.4M.
Bank of New York Mellon made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #500 holding.
Wealth Enhancement Advisory Services first reported a position in Bank of New York Mellon in Q3 2021 and has held it in 17 quarters since.
Wealth Enhancement Advisory Services's Bank of New York Mellon position peaked at $51.5M in Q4 2025.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.