Alpine Bank Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$43.4K Buy
+300
New +$41K 0.01% 259
2025
Q4
Sell
-300
Closed -$32.7K 176
2025
Q3
$32.7K Hold
300
﹤0.01% 264
2025
Q2
$27.3K Hold
300
﹤0.01% 288
2025
Q1
$25.2K Buy
+300
New +$25.2K ﹤0.01% 299
2024
Q3
$21.6K Buy
+300
New +$19.7K ﹤0.01% 352

Other funds holding BNY

Alpine Bank Wealth Management's BNY Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 300 shares worth $43.4K. The stake represents 0.01% of the portfolio and ranks #259 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in BNY as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in BNY in Q3 2024 and has held it in 5 quarters since. 1,883 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Alpine Bank Wealth Management held 300 shares of Bank of New York Mellon worth $43.4K as of Q2 2026.
  • Bank of New York Mellon was a new Alpine Bank Wealth Management position in Q2 2026.
  • Bank of New York Mellon made up 0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #259 holding.
  • Alpine Bank Wealth Management first reported a position in Bank of New York Mellon in Q3 2024 and has held it in 5 quarters since.
  • 1,883 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.