Daymark Wealth Partners
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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
Q3 		$1.49M Sell
10,281
-1,490
-13% -$234K 0.03% 298
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Daymark Wealth Partners's BNY Position: Q3 2026 in Review

Daymark Wealth Partners reduced its Bank of New York Mellon (BNY) stake by 13% in Q3 2026, selling an estimated $234K and leaving 10,281 shares worth $1.49M. The position accounts for 0.03% of the portfolio, ranked #298.

Daymark Wealth Partners first reported a position in BNY in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.7M in Q2 2026. 1,665 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • Daymark Wealth Partners held 10,281 shares of Bank of New York Mellon worth $1.49M as of Q3 2026.
  • Daymark Wealth Partners sold 1,490 Bank of New York Mellon shares in Q3 2026, an estimated $234K.
  • Bank of New York Mellon made up 0.03% of Daymark Wealth Partners's portfolio in Q3 2026, its #298 holding.
  • Daymark Wealth Partners first reported a position in Bank of New York Mellon in Q2 2023 and has held it in 14 quarters since.
  • Daymark Wealth Partners's Bank of New York Mellon position peaked at $1.7M in Q2 2026.
  • 1,665 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.