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

Wealth Quarterback’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
Q3 		$1.2M Sell
8,274
-489
-6% -$76.8K 0.36% 47
2026
Q2 		$1.27M Buy
8,763
+231
+3% +$31.6K 0.39% 46
2026
Q1 		$1.01M Buy
8,532
+215
+3% +$25.6K 0.4% 52
2025
Q4 		$966K Buy
8,317
+180
+2% +$19.9K 0.35% 52
2025
Q3 		$887K Sell
8,137
-509
-6% -$51.9K 0.34% 60
2025
Q2 		$788K Sell
8,646
-429
-5% -$36.4K 0.37% 62
2025
Q1 		$761K Sell
9,075
-2,523
-22% -$212K 0.43% 57
2024
Q4 		$891K Buy
11,598
+357
+3% +$27.6K 0.42% 47
2024
Q3 		$808K Sell
11,241
-343
-3% -$22.6K 0.42% 53
2024
Q2 		$694K Buy
11,584
+137
+1% +$7.93K 0.39% 53
2024
Q1 		$660K Sell
11,447
-2,533
-18% -$139K 0.37% 63
2023
Q4 		$728K Buy
13,980
+329
+2% +$15.2K 0.44% 52
2023
Q3 		$582K Buy
13,651
+2,193
+19% +$97.7K 0.5% 50
2023
Q2 		$510K Buy
11,458
+507
+5% +$21.8K 0.35% 65
2023
Q1 		$498K Sell
10,951
-124
-1% -$6.01K 0.42% 56
2022
Q4 		$504K Buy
11,075
+115
+1% +$4.93K 0.42% 55
2022
Q3 		$422K Buy
10,960
+117
+1% +$4.99K 0.45% 56
2022
Q2 		$452K Buy
+10,843
New +$483K 0.35% 65
2021
Q3 		$550K Buy
11,940
+303
+3% +$15.7K 0.37% 58
2021
Q2 		$597K Buy
+11,637
New +$582K 0.36% 62
2020
Q2 		– Sell
-321
Closed -$10.7K – 178
2020
Q1 		$10.7K Sell
321
-7,119
-96% -$299K 0.01% 457
2019
Q4 		$31.1K Buy
+7,440
New +$355K 0.03% 294

Other funds holding BNY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Wealth Quarterback's BNY Position: Q3 2026 in Review

Wealth Quarterback reduced its Bank of New York Mellon (BNY) stake by 5.6% in Q3 2026, selling an estimated $76.8K and leaving 8,274 shares worth $1.2M. The position accounts for 0.36% of the portfolio, ranked #47.

Wealth Quarterback first reported a position in BNY in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.27M in Q2 2026. 551 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • Wealth Quarterback held 8,274 shares of Bank of New York Mellon worth $1.2M as of Q3 2026.
  • Wealth Quarterback sold 489 Bank of New York Mellon shares in Q3 2026, an estimated $76.8K.
  • Bank of New York Mellon made up 0.36% of Wealth Quarterback's portfolio in Q3 2026, its #47 holding.
  • Wealth Quarterback first reported a position in Bank of New York Mellon in Q4 2019 and has held it in 22 quarters since.
  • Wealth Quarterback's Bank of New York Mellon position peaked at $1.27M in Q2 2026.
  • 551 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.