Atwood & Palmer’s Bank of New York Mellon BNY Stock Holding History

Atwood & Palmer’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	$15.9K	Hold	110	–	–	﹤0.01%	345
2026 Q1	$13.1K	Sell	110 -100	-48%	-$11.9K	﹤0.01%	361
2025 Q4	$24.4K	Hold	210	–	–	﹤0.01%	306
2025 Q3	$22.9K	Hold	210	–	–	﹤0.01%	325
2025 Q2	$19.1K	Hold	210	–	–	﹤0.01%	326
2025 Q1	$17.6K	Hold	210	–	–	﹤0.01%	299
2024 Q4	$16.1K	Buy	210 +110	+110%	+$8.5K	﹤0.01%	303
2024 Q3	$7.19K	Hold	100	–	–	﹤0.01%	360
2024 Q2	$5.99K	Sell	100 -100	-50%	-$5.79K	﹤0.01%	355
2024 Q1	$11.5K	Sell	200 -155	-44%	-$8.53K	﹤0.01%	303
2023 Q4	$18.5K	Hold	355	–	–	﹤0.01%	287
2023 Q3	$15.1K	Hold	355	–	–	﹤0.01%	286
2023 Q2	$15.8K	Hold	355	–	–	﹤0.01%	292
2023 Q1	$16.1K	Hold	355	–	–	﹤0.01%	279
2022 Q4	$16.2K	Hold	355	–	–	﹤0.01%	297
2022 Q3	$14K	Sell	355 -700	-66%	-$29.8K	﹤0.01%	290
2022 Q2	$44K	Hold	1,055	–	–	﹤0.01%	219
2022 Q1	$52K	Hold	1,055	–	–	﹤0.01%	215
2021 Q4	$61K	Hold	1,055	–	–	0.01%	217
2021 Q3	$55K	Hold	1,055	–	–	﹤0.01%	220
2021 Q2	$54K	Sell	1,055 -99	-9%	-$4.95K	﹤0.01%	218
2021 Q1	$55K	Sell	1,154 -201	-15%	-$8.84K	0.01%	215
2020 Q4	$58K	Hold	1,355	–	–	0.01%	204
2020 Q3	$47K	Hold	1,355	–	–	0.01%	199
2020 Q2	$52K	Hold	1,355	–	–	0.01%	182
2020 Q1	$46K	Hold	1,355	–	–	0.01%	186
2019 Q4	$68K	Sell	1,355 -1,000	-42%	-$47.7K	0.01%	170
2019 Q3	$106K	Hold	2,355	–	–	0.01%	157
2019 Q2	$104K	Hold	2,355	–	–	0.01%	151
2019 Q1	$119K	Hold	2,355	–	–	0.02%	145
2018 Q4	$111K	Sell	2,355 -1,000	-30%	-$48.6K	0.02%	146
2018 Q3	$171K	Sell	3,355 -1,000	-23%	-$52.6K	0.02%	132
2018 Q2	$235K	Buy	4,355 +255	+6%	+$14.1K	0.03%	119
2018 Q1	$211K	Sell	4,100 -121	-3%	-$6.73K	0.03%	123
2017 Q4	$227K	Buy	4,221 +3,221	+322%	+$172K	0.03%	121
2017 Q3	$53K	Hold	1,000	–	–	0.01%	180
2017 Q2	$51K	Hold	1,000	–	–	0.01%	185
2017 Q1	$47K	Hold	1,000	–	–	0.01%	180
2016 Q4	$47K	Hold	1,000	–	–	0.01%	172
2016 Q3	$40K	Hold	1,000	–	–	0.01%	182
2016 Q2	$39K	Hold	1,000	–	–	0.01%	181
2016 Q1	$37K	Hold	1,000	–	–	0.01%	193
2015 Q4	$41K	Hold	1,000	–	–	0.01%	214
2015 Q3	$39K	Hold	1,000	–	–	0.01%	207
2015 Q2	$42K	Hold	1,000	–	–	0.01%	194
2015 Q1	$40K	Hold	1,000	–	–	0.01%	197
2014 Q4	$41K	Hold	1,000	–	–	0.01%	204
2014 Q3	$39K	Hold	1,000	–	–	0.01%	216
2014 Q2	$37K	Buy	+1,000	New	+$34.6K	0.01%	201

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

Atwood & Palmer's BNY Position: Q2 2026 in Review

Atwood & Palmer held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 110 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Atwood & Palmer first reported a position in BNY in Q2 2014 and has held it in 49 quarters since. The position peaked at $235K in Q2 2018. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Atwood & Palmer held 110 shares of Bank of New York Mellon worth $15.9K as of Q2 2026.
Atwood & Palmer left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #345 holding.
Atwood & Palmer first reported a position in Bank of New York Mellon in Q2 2014 and has held it in 49 quarters since.
Atwood & Palmer's Bank of New York Mellon position peaked at $235K in Q2 2018.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.