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

WealthShield 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	–	Sell	-2,531	Closed	-$300K	–	405
2026 Q1	$300K	Sell	2,531 -2	-0.1%	-$238	0.03%	292
2025 Q4	$294K	Buy	2,533 +5	+0.2%	+$553	0.03%	296
2025 Q3	$275K	Sell	2,528 -2	-0.1%	-$204	0.03%	291
2025 Q2	$231K	Sell	2,530 -3	-0.1%	-$255	0.03%	303
2025 Q1	$212K	Sell	2,533 -339	-12%	-$28.5K	0.03%	309
2024 Q4	$221K	Buy	2,872 +6	+0.2%	+$464	0.03%	269
2024 Q3	$206K	Buy	+2,866	New	+$188K	0.03%	292
2022 Q1	–	Sell	-5,719	Closed	-$332K	–	336
2021 Q4	$332K	Buy	+5,719	New	+$329K	0.06%	222
2021 Q3	–	Sell	-223	Closed	-$11K	–	289
2021 Q2	$11K	Sell	223 -721	-76%	-$36.1K	﹤0.01%	744
2021 Q1	$45K	Buy	+944	New	+$41.5K	0.01%	474

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 $3.38T AUM 44.17% 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

WealthShield Partners's BNY Position: Q2 2026 in Review

WealthShield Partners sold out of Bank of New York Mellon (BNY) in Q2 2026, closing a stake of 2,531 shares — an estimated $300K sold.

WealthShield Partners first reported a position in BNY in Q1 2021 and held it in 10 quarters. The position peaked at $332K in Q4 2021. 1,890 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

WealthShield Partners reported no remaining Bank of New York Mellon position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 2,531 Bank of New York Mellon shares in Q2 2026, an estimated $300K.
WealthShield Partners first reported a position in Bank of New York Mellon in Q1 2021 and held it in 10 quarters.
WealthShield Partners's Bank of New York Mellon position peaked at $332K in Q4 2021.
1,890 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.