Werba Rubin Papier Wealth Management’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Werba Rubin Papier Wealth Management's BNY Position: Q2 2026 in Review
Werba Rubin Papier Wealth Management increased its Bank of New York Mellon (BNY) stake by 1.6% in Q2 2026, buying an estimated $8.34K and bringing the position to 3,877 shares worth $561K. The position accounts for 0.07% of the portfolio, ranked #146.
Werba Rubin Papier Wealth Management first reported a position in BNY in Q4 2024 and has held it in 6 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Werba Rubin Papier Wealth Management held 3,877 shares of Bank of New York Mellon worth $561K as of Q2 2026.
- Werba Rubin Papier Wealth Management bought 61 Bank of New York Mellon shares in Q2 2026, an estimated $8.34K.
- Bank of New York Mellon made up 0.07% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #146 holding.
- Werba Rubin Papier Wealth Management first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 6 quarters since.
- 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.