Western Wealth Management’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Western Wealth Management's BNY Position: Q2 2026 in Review
Western Wealth Management reduced its Bank of New York Mellon (BNY) stake by 0.94% in Q2 2026, selling an estimated $15.2K and leaving 11,750 shares worth $1.7M. The position accounts for 0.06% of the portfolio, ranked #337.
Western Wealth Management first reported a position in BNY in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.07M in Q3 2022. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Western Wealth Management held 11,750 shares of Bank of New York Mellon worth $1.7M as of Q2 2026.
- Western Wealth Management sold 111 Bank of New York Mellon shares in Q2 2026, an estimated $15.2K.
- Bank of New York Mellon made up 0.06% of Western Wealth Management's portfolio in Q2 2026, its #337 holding.
- Western Wealth Management first reported a position in Bank of New York Mellon in Q2 2020 and has held it in 24 quarters since.
- Western Wealth Management's Bank of New York Mellon position peaked at $2.07M in Q3 2022.
- 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.