WANY
BNY

Wealthspire Advisors (New York)’s Bank of New York Mellon BNY Stock Holding History

Wealthspire Advisors (New York)’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 		$2.88M Buy
19,894
+3,707
+23% +$507K 0.02% 354
2026
Q1 		$1.92M Sell
16,187
-4,089
-20% -$486K 0.02% 294
2025
Q4 		$2.35M Buy
20,276
+4,585
+29% +$507K 0.02% 269
2025
Q3 		$1.71M Sell
15,691
-298
-2% -$30.4K 0.01% 297
2025
Q2 		$1.46M Buy
15,989
+1,139
+8% +$96.7K 0.01% 328
2025
Q1 		$1.25M Buy
14,850
+110
+0.7% +$9.24K 0.01% 343
2024
Q4 		$1.13M Buy
14,740
+144
+1% +$11.1K 0.01% 349
2024
Q3 		$1.05M Buy
14,596
+4,880
+50% +$321K 0.01% 365
2024
Q2 		$582K Sell
9,716
-964
-9% -$55.8K 0.01% 399
2024
Q1 		$615K Buy
10,680
+1,005
+10% +$55.3K 0.01% 390
2023
Q4 		$504K Buy
9,675
+107
+1% +$4.93K 0.01% 420
2023
Q3 		$408K Buy
9,568
+644
+7% +$28.7K 0.01% 429
2023
Q2 		$397K Buy
8,924
+397
+5% +$17K 0.01% 409
2023
Q1 		$387K Sell
8,527
-2,072
-20% -$100K 0.01% 393
2022
Q4 		$482K Buy
10,599
+1,182
+13% +$50.7K 0.01% 372
2022
Q3 		$363K Buy
9,417
+1,543
+20% +$65.8K 0.01% 386
2022
Q2 		$328K Sell
7,874
-2,189
-22% -$97.5K 0.01% 380
2022
Q1 		$499K Buy
10,063
+719
+8% +$40.9K 0.01% 273
2021
Q4 		$543K Buy
9,344
+637
+7% +$36.6K 0.01% 310
2021
Q3 		$451K Buy
8,707
+2,198
+34% +$114K 0.01% 375
2021
Q2 		$333K Sell
6,509
-8,669
-57% -$434K 0.01% 275
2021
Q1 		$718K Buy
15,178
+7,873
+108% +$346K 0.02% 320
2020
Q4 		$310K Buy
7,305
+521
+8% +$20K 0.01% 427
2020
Q3 		$233K Buy
+6,784
New +$247K 0.01% 273
2020
Q2 		– Sell
-7,393
Closed -$249K – 303
2020
Q1 		$249K Buy
+7,393
New +$310K 0.01% 434
2019
Q1 		– Sell
-705
Closed -$33K – 139
2018
Q4 		$33K Buy
+705
New +$34.2K ﹤0.01% 242

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s BNY Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Bank of New York Mellon (BNY) stake by 23% in Q2 2026, buying an estimated $507K and bringing the position to 19,894 shares worth $2.88M. The position accounts for 0.02% of the portfolio, ranked #354.

Wealthspire Advisors (New York) first reported a position in BNY in Q4 2018 and has held it in 26 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Wealthspire Advisors (New York) held 19,894 shares of Bank of New York Mellon worth $2.88M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 3,707 Bank of New York Mellon shares in Q2 2026, an estimated $507K.
  • Bank of New York Mellon made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #354 holding.
  • Wealthspire Advisors (New York) first reported a position in Bank of New York Mellon in Q4 2018 and has held it in 26 quarters since.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.