BWM
BK icon

BNC Wealth Management’s Bank of New York Mellon BK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.73M Buy
51,954
+1,405
+3% +$128K 1.4% 26
2025
Q1
$4.24M Buy
50,549
+53
+0.1% +$4.45K 1.53% 21
2024
Q4
$3.88M Buy
+50,496
New +$3.88M 1.28% 27