Whalen Wealth Management’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Whalen Wealth Management's BNY Position: Q2 2026 in Review
Whalen Wealth Management opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 2,140 shares worth $309K. The stake represents 0.14% of the portfolio and ranks #160 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in BNY as recently as Q4 2025.
Whalen Wealth Management first reported a position in BNY in Q4 2025 and has held it in 2 quarters since. The position peaked at $404K in Q4 2025. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Whalen Wealth Management held 2,140 shares of Bank of New York Mellon worth $309K as of Q2 2026.
- Bank of New York Mellon was a new Whalen Wealth Management position in Q2 2026.
- Bank of New York Mellon made up 0.14% of Whalen Wealth Management's portfolio in Q2 2026, its #160 holding.
- Whalen Wealth Management first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 2 quarters since.
- Whalen Wealth Management's Bank of New York Mellon position peaked at $404K in Q4 2025.
- 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Whalen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.