Daymark Wealth Partners’s Bank of New York Mellon BNY Stock Holding History

Daymark Wealth Partners’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	$1.7M	Buy	11,771 +3,184	+37%	+$435K	0.04%	270
2026 Q1	$1.02M	Buy	8,587 +4,353	+103%	+$518K	0.03%	291
2025 Q4	$491K	Buy	4,234 +384	+10%	+$42.5K	0.02%	400
2025 Q3	$420K	Sell	3,850 -355	-8%	-$36.2K	0.01%	417
2025 Q2	$383K	Buy	4,205 +215	+5%	+$18.3K	0.01%	407
2025 Q1	$335K	Buy	3,990 +165	+4%	+$13.9K	0.01%	393
2024 Q4	$294K	Sell	3,825 -2,774	-42%	-$214K	0.01%	414
2024 Q3	$474K	Sell	6,599 -2,181	-25%	-$143K	0.02%	341
2024 Q2	$526K	Sell	8,780 -1,821	-17%	-$105K	0.02%	310
2024 Q1	$611K	Sell	10,601 -1,620	-13%	-$89.2K	0.03%	252
2023 Q4	$636K	Buy	12,221 +379	+3%	+$17.5K	0.04%	228
2023 Q3	$505K	Sell	11,842 -466	-4%	-$20.8K	0.03%	240
2023 Q2	$548K	Buy	+12,308	New	+$528K	0.04%	223

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

Daymark Wealth Partners's BNY Position: Q2 2026 in Review

Daymark Wealth Partners increased its Bank of New York Mellon (BNY) stake by 37% in Q2 2026, buying an estimated $435K and bringing the position to 11,771 shares worth $1.7M. The position accounts for 0.04% of the portfolio, ranked #270.

Daymark Wealth Partners first reported a position in BNY in Q2 2023 and has held it in 13 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Daymark Wealth Partners held 11,771 shares of Bank of New York Mellon worth $1.7M as of Q2 2026.
Daymark Wealth Partners bought 3,184 Bank of New York Mellon shares in Q2 2026, an estimated $435K.
Bank of New York Mellon made up 0.04% of Daymark Wealth Partners's portfolio in Q2 2026, its #270 holding.
Daymark Wealth Partners first reported a position in Bank of New York Mellon in Q2 2023 and has held it in 13 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.