Darwin 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
Hold
0
650
2020
Q2
Sell
-105
Closed -$3K 214
2020
Q1
$3K Buy
+105
New +$4.41K ﹤0.01% 648

Other funds holding BNY

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

Darwin Wealth Management held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 0 shares worth $135. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Darwin Wealth Management first reported a position in BNY in Q1 2020 and has held it in 1 quarter since. The position peaked at $3K in Q1 2020. 598 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Darwin Wealth Management held 0 shares of Bank of New York Mellon worth $135 as of Q2 2026.
  • Darwin Wealth Management left its Bank of New York Mellon share count unchanged in Q2 2026.
  • Bank of New York Mellon made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #650 holding.
  • Darwin Wealth Management first reported a position in Bank of New York Mellon in Q1 2020 and has held it in 1 quarter since.
  • Darwin Wealth Management's Bank of New York Mellon position peaked at $3K in Q1 2020.
  • 598 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.