WAU
BNY

Wellington-Altus USA’s Bank of New York Mellon BNY Stock Holding History

Wellington-Altus USA’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 		$488K Sell
4,112
-101
-2% -$13.8K 0.35% 65
2026
Q1 		$609K Buy
4,213
+260
+7% +$30.9K 0.36% 64
2025
Q4 		$459K Buy
+3,953
New +$437K 0.34% 65

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

Wellington-Altus USA's BNY Position: Q2 2026 in Review

Wellington-Altus USA reduced its Bank of New York Mellon (BNY) stake by 2.4% in Q2 2026, selling an estimated $13.8K and leaving 4,112 shares worth $488K. The position accounts for 0.35% of the portfolio, ranked #65.

Wellington-Altus USA first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. The position peaked at $609K in Q1 2026. 1,883 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Wellington-Altus USA held 4,112 shares of Bank of New York Mellon worth $488K as of Q2 2026.
  • Wellington-Altus USA sold 101 Bank of New York Mellon shares in Q2 2026, an estimated $13.8K.
  • Bank of New York Mellon made up 0.35% of Wellington-Altus USA's portfolio in Q2 2026, its #65 holding.
  • Wellington-Altus USA first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Bank of New York Mellon position peaked at $609K in Q1 2026.
  • 1,883 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.