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

BlackDiamond Wealth Management’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	$450K	Sell	2,821 -235	-8%	-$32.1K	0.18%	120
2026 Q1	$363K	Sell	3,056 -28	-0.9%	-$3.33K	0.17%	118
2025 Q4	$394K	Sell	3,084 -436	-12%	-$48.2K	0.19%	111
2025 Q3	$384K	Buy	3,520 +9	+0.3%	+$918	0.21%	93
2025 Q2	$318K	Sell	3,511 -67	-2%	-$5.69K	0.18%	107
2025 Q1	$307K	Buy	3,578 +123	+4%	+$10.3K	0.21%	93
2024 Q4	$265K	Sell	3,455 -84	-2%	-$6.49K	0.15%	128
2024 Q3	$276K	Sell	3,539 -26	-0.7%	-$1.71K	0.17%	131
2024 Q2	$226K	Buy	+3,565	New	+$206K	0.15%	133

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

BlackDiamond Wealth Management's BNY Position: Q2 2026 in Review

BlackDiamond Wealth Management reduced its Bank of New York Mellon (BNY) stake by 7.7% in Q2 2026, selling an estimated $32.1K and leaving 2,821 shares worth $450K. The position accounts for 0.18% of the portfolio, ranked #120.

BlackDiamond Wealth Management first reported a position in BNY in Q2 2024 and has held it in 9 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

BlackDiamond Wealth Management held 2,821 shares of Bank of New York Mellon worth $450K as of Q2 2026.
BlackDiamond Wealth Management sold 235 Bank of New York Mellon shares in Q2 2026, an estimated $32.1K.
Bank of New York Mellon made up 0.18% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #120 holding.
BlackDiamond Wealth Management first reported a position in Bank of New York Mellon in Q2 2024 and has held it in 9 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.