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

Welch Capital 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	$535K	Hold	3,701	–	–	0.1%	18
2026 Q1	$439K	Hold	3,701	–	–	0.1%	19
2025 Q4	$430K	Hold	3,701	–	–	0.09%	19
2025 Q3	$403K	Hold	3,701	–	–	0.08%	19
2025 Q2	$337K	Hold	3,701	–	–	0.08%	18
2025 Q1	$310K	Hold	3,701	–	–	0.07%	20
2024 Q4	$284K	Hold	3,701	–	–	0.06%	20
2024 Q3	$266K	Hold	3,701	–	–	0.06%	19
2024 Q2	$222K	Hold	3,701	–	–	0.05%	19
2024 Q1	$213K	Buy	+3,701	New	+$204K	0.05%	19
2022 Q1	–	Sell	-3,701	Closed	-$215K	–	38
2021 Q4	$215K	Buy	+3,701	New	+$213K	0.05%	41
2020 Q1	–	Sell	-4,101	Closed	-$206K	–	23
2019 Q4	$206K	Buy	+4,101	New	+$196K	0.06%	28
2019 Q2	–	Sell	-4,221	Closed	-$213K	–	28
2019 Q1	$213K	Buy	+4,221	New	+$218K	0.07%	29
2018 Q4	–	Sell	-4,221	Closed	-$215K	–	32
2018 Q3	$215K	Hold	4,221	–	–	0.07%	33
2018 Q2	$228K	Hold	4,221	–	–	0.08%	33
2018 Q1	$218K	Buy	+4,221	New	+$235K	0.07%	37
2013 Q3	–	Sell	-2,000	Closed	-$56K	–	46
2013 Q2	$56K	Buy	+2,000	New	+$57.4K	0.02%	44

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

Welch Capital Partners's BNY Position: Q2 2026 in Review

Welch Capital Partners held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 3,701 shares worth $535K. The position accounts for 0.1% of the portfolio, ranked #18.

Welch Capital Partners first reported a position in BNY in Q2 2013 and has held it in 17 quarters since. 1,881 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Welch Capital Partners held 3,701 shares of Bank of New York Mellon worth $535K as of Q2 2026.
Welch Capital Partners left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up 0.1% of Welch Capital Partners's portfolio in Q2 2026, its #18 holding.
Welch Capital Partners first reported a position in Bank of New York Mellon in Q2 2013 and has held it in 17 quarters since.
1,881 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

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