Wealthcare Advisory Partners’s Bank of New York Mellon BNY Stock Holding History

Wealthcare Advisory Partners’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	$491K	Buy	3,395 +243	+8%	+$33.2K	0.01%	716
2026 Q1	$374K	Buy	3,152 +59	+2%	+$7.02K	0.01%	799
2025 Q4	$359K	Buy	3,093 +1,045	+51%	+$116K	0.01%	805
2025 Q3	$223K	Buy	+2,048	New	+$209K	﹤0.01%	941
2025 Q2	–	Sell	-2,680	Closed	-$225K	–	976
2025 Q1	$225K	Buy	2,680 +38	+1%	+$3.19K	0.01%	840
2024 Q4	$203K	Buy	+2,642	New	+$204K	0.01%	859
2021 Q2	–	Sell	-388	Closed	-$18K	–	692
2021 Q1	$18K	Buy	+388	New	+$17.1K	﹤0.01%	1229
2020 Q2	–	Sell	-690	Closed	-$23K	–	420
2020 Q1	$23K	Sell	690 -37	-5%	-$1.55K	﹤0.01%	692
2019 Q4	$37K	Buy	727 +200	+38%	+$9.54K	﹤0.01%	615
2019 Q3	$24K	Sell	527 -57	-10%	-$2.54K	﹤0.01%	698
2019 Q2	$26K	Buy	584 +57	+11%	+$2.68K	﹤0.01%	660
2019 Q1	$27K	Hold	527	–	–	﹤0.01%	585
2018 Q4	$25K	Hold	527	–	–	﹤0.01%	582
2018 Q3	$27K	Buy	527 +188	+55%	+$9.89K	0.01%	597
2018 Q2	$18K	Buy	339 +292	+621%	+$16.1K	﹤0.01%	695
2018 Q1	$2K	Hold	47	–	–	﹤0.01%	947
2017 Q4	$3K	Buy	47 +37	+370%	+$1.97K	﹤0.01%	859
2017 Q3	$1K	Buy	+10	New	+$525	﹤0.01%	799

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

Wealthcare Advisory Partners's BNY Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Bank of New York Mellon (BNY) stake by 7.7% in Q2 2026, buying an estimated $33.2K and bringing the position to 3,395 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #716.

Wealthcare Advisory Partners first reported a position in BNY in Q3 2017 and has held it in 18 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Wealthcare Advisory Partners held 3,395 shares of Bank of New York Mellon worth $491K as of Q2 2026.
Wealthcare Advisory Partners bought 243 Bank of New York Mellon shares in Q2 2026, an estimated $33.2K.
Bank of New York Mellon made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #716 holding.
Wealthcare Advisory Partners first reported a position in Bank of New York Mellon in Q3 2017 and has held it in 18 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.