Wescott Financial Advisory Group’s Bank of New York Mellon BNY Stock Holding History

Wescott Financial Advisory Group’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	$410K	Buy	2,833 +14	+0.5%	+$1.91K	0.03%	146
2026 Q1	$334K	Buy	2,819 +54	+2%	+$6.42K	0.03%	149
2025 Q4	$321K	Buy	2,765 +43	+2%	+$4.76K	0.03%	156
2025 Q3	$297K	Buy	2,722 +13	+0.5%	+$1.33K	0.03%	152
2025 Q2	$247K	Buy	2,709 +14	+0.5%	+$1.19K	0.02%	154
2025 Q1	$226K	Buy	2,695 +3	+0.1%	+$252	0.02%	157
2024 Q4	$207K	Buy	+2,692	New	+$208K	0.02%	169
2022 Q1	–	Sell	-3,482	Closed	-$202K	–	129
2021 Q4	$202K	Buy	+3,482	New	+$200K	0.1%	67

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

Wescott Financial Advisory Group's BNY Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Bank of New York Mellon (BNY) stake by 0.5% in Q2 2026, buying an estimated $1.91K and bringing the position to 2,833 shares worth $410K. The position accounts for 0.03% of the portfolio, ranked #146.

Wescott Financial Advisory Group first reported a position in BNY in Q4 2021 and has held it in 8 quarters since. 1,881 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Wescott Financial Advisory Group held 2,833 shares of Bank of New York Mellon worth $410K as of Q2 2026.
Wescott Financial Advisory Group bought 14 Bank of New York Mellon shares in Q2 2026, an estimated $1.91K.
Bank of New York Mellon made up 0.03% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #146 holding.
Wescott Financial Advisory Group first reported a position in Bank of New York Mellon in Q4 2021 and has held it in 8 quarters since.
1,881 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.