WA
BNY

WealthTrust Axiom’s Bank of New York Mellon BNY Stock Holding History

WealthTrust Axiom’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 		$1.82M Sell
12,574
-165
-1% -$22.6K 0.41% 59
2026
Q1 		$1.51M Buy
12,739
+85
+0.7% +$10.1K 0.37% 62
2025
Q4 		$1.47M Hold
12,654
– – 0.38% 58
2025
Q3 		$1.38M Hold
12,654
– – 0.37% 63
2025
Q2 		$1.15M Hold
12,654
– – 0.34% 70
2025
Q1 		$1.06M Hold
12,654
– – 0.32% 64
2024
Q4 		$972K Sell
12,654
-1,072
-8% -$82.9K 0.29% 75
2024
Q3 		$986K Buy
13,726
+1,291
+10% +$84.9K 0.29% 76
2024
Q2 		$745K Buy
12,435
+1
+0% +$58 0.25% 91
2024
Q1 		$716K Sell
12,434
-1,537
-11% -$84.6K 0.23% 96
2023
Q4 		$727K Buy
13,971
+6,154
+79% +$283K 0.24% 89
2023
Q3 		$333K Sell
7,817
-9,227
-54% -$411K 0.12% 158
2023
Q2 		$759K Sell
17,044
-1
-0% -$43 0.25% 89
2023
Q1 		$775K Buy
17,045
+1
+0% +$48 0.26% 83
2022
Q4 		$776K Sell
17,044
-200
-1% -$8.58K 0.27% 82
2022
Q3 		$664K Buy
17,244
+2
+0% +$85 0.25% 86
2022
Q2 		$719K Buy
17,242
+1
+0% +$45 0.26% 86
2022
Q1 		$855K Hold
17,241
– – 0.27% 82
2021
Q4 		$1M Buy
17,241
+1
+0% +$58 0.32% 72
2021
Q3 		$893K Buy
17,240
+101
+0.6% +$5.25K 0.3% 79
2021
Q2 		$878K Buy
17,139
+1
+0% +$50 0.28% 79
2021
Q1 		$810K Buy
17,138
+1
+0% +$44 0.27% 83
2020
Q4 		$727K Buy
17,137
+3
+0% +$115 0.26% 81
2020
Q3 		$588K Buy
17,134
+1
+0% +$36 0.25% 84
2020
Q2 		$662K Buy
17,133
+1
+0% +$37 0.29% 78
2020
Q1 		$577K Buy
17,132
+1
+0% +$42 0.28% 81
2019
Q4 		$862K Buy
17,131
+1
+0% +$48 0.29% 80
2019
Q3 		$774K Buy
17,130
+1
+0% +$45 0.27% 88
2019
Q2 		$756K Hold
17,129
– – 0.26% 90
2019
Q1 		$863K Sell
17,129
-4
-0% -$206 0.31% 83
2018
Q4 		$806K Buy
17,133
+1
+0% +$49 0.33% 77
2018
Q3 		$873K Buy
17,132
+500
+3% +$26.3K 0.29% 81
2018
Q2 		$896K Sell
16,632
-14
-0.1% -$772 0.32% 73
2018
Q1 		$857K Buy
16,646
+10,769
+183% +$599K 0.31% 77
2017
Q4 		$316K Hold
5,877
– – 0.12% 152
2017
Q3 		$311K Buy
5,877
+1
+0% +$52 0.12% 153
2017
Q2 		$299K Hold
5,876
– – 0.11% 158
2017
Q1 		$277K Buy
5,876
+1
+0% +$47 0.1% 172
2016
Q4 		$278K Sell
5,875
-112
-2% -$5.05K 0.1% 163
2016
Q3 		$238K Buy
5,987
+1
+0% +$40 0.09% 175
2016
Q2 		$232K Hold
5,986
– – 0.09% 177
2016
Q1 		$220K Buy
5,986
+1
+0% +$36 0.09% 177
2015
Q4 		$246K Hold
5,985
– – 0.1% 162
2015
Q3 		$234K Buy
5,985
+1
+0% +$42 0.1% 162
2015
Q2 		$251K Hold
5,984
– – 0.09% 171
2015
Q1 		$240K Buy
5,984
+1
+0% +$39 0.09% 176
2014
Q4 		$242K Hold
5,983
– – 0.09% 175
2014
Q3 		$231K Sell
5,983
-520
-8% -$20.2K 0.08% 174
2014
Q2 		$243K Hold
6,503
– – 0.08% 165
2014
Q1 		$229K Buy
6,503
+715
+12% +$23.6K 0.08% 161
2013
Q4 		$202K Buy
+5,788
New +$188K 0.08% 165

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

WealthTrust Axiom's BNY Position: Q2 2026 in Review

WealthTrust Axiom reduced its Bank of New York Mellon (BNY) stake by 1.3% in Q2 2026, selling an estimated $22.6K and leaving 12,574 shares worth $1.82M. The position accounts for 0.41% of the portfolio, ranked #59.

WealthTrust Axiom first reported a position in BNY in Q4 2013 and has held it in 51 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • WealthTrust Axiom held 12,574 shares of Bank of New York Mellon worth $1.82M as of Q2 2026.
  • WealthTrust Axiom sold 165 Bank of New York Mellon shares in Q2 2026, an estimated $22.6K.
  • Bank of New York Mellon made up 0.41% of WealthTrust Axiom's portfolio in Q2 2026, its #59 holding.
  • WealthTrust Axiom first reported a position in Bank of New York Mellon in Q4 2013 and has held it in 51 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.