WMA
BNY

Wealth Management Associates’s Bank of New York Mellon BNY Stock Holding History

Wealth Management Associates’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 		$373K Hold
2,578
– – 0.1% 163
2026
Q1 		$306K Hold
2,578
– – 0.11% 178
2025
Q4 		$299K Sell
2,578
-50
-2% -$5.53K 0.1% 179
2025
Q3 		$286K Buy
2,628
+130
+5% +$13.3K 0.1% 178
2025
Q2 		$228K Hold
2,498
– – 0.09% 199
2025
Q1 		$210K Buy
+2,498
New +$210K 0.09% 195

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

Wealth Management Associates's BNY Position: Q2 2026 in Review

Wealth Management Associates held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 2,578 shares worth $373K. The position accounts for 0.1% of the portfolio, ranked #163.

Wealth Management Associates 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.

  • Wealth Management Associates held 2,578 shares of Bank of New York Mellon worth $373K as of Q2 2026.
  • Wealth Management Associates left its Bank of New York Mellon share count unchanged in Q2 2026.
  • Bank of New York Mellon made up 0.1% of Wealth Management Associates's portfolio in Q2 2026, its #163 holding.
  • Wealth Management Associates 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 Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.