BKM Wealth Management’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
BKM Wealth Management's BNY Position: Q2 2026 in Review
BKM Wealth Management reduced its Bank of New York Mellon (BNY) stake by 8.2% in Q2 2026, selling an estimated $22K and leaving 1,809 shares worth $262K. The position accounts for 0.09% of the portfolio, ranked #135.
BKM Wealth Management first reported a position in BNY in Q4 2023 and has held it in 5 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- BKM Wealth Management held 1,809 shares of Bank of New York Mellon worth $262K as of Q2 2026.
- BKM Wealth Management sold 161 Bank of New York Mellon shares in Q2 2026, an estimated $22K.
- Bank of New York Mellon made up 0.09% of BKM Wealth Management's portfolio in Q2 2026, its #135 holding.
- BKM Wealth Management first reported a position in Bank of New York Mellon in Q4 2023 and has held it in 5 quarters since.
- 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.