Dogwood Wealth Management’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Dogwood Wealth Management's BNY Position: Q2 2026 in Review
Dogwood Wealth Management increased its Bank of New York Mellon (BNY) stake by 18% in Q2 2026, buying an estimated $5.88K and bringing the position to 278 shares worth $40.2K. The position accounts for 0.02% of the portfolio, ranked #179.
Dogwood Wealth Management first reported a position in BNY in Q1 2025 and has held it in 6 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Dogwood Wealth Management held 278 shares of Bank of New York Mellon worth $40.2K as of Q2 2026.
- Dogwood Wealth Management bought 43 Bank of New York Mellon shares in Q2 2026, an estimated $5.88K.
- Bank of New York Mellon made up 0.02% of Dogwood Wealth Management's portfolio in Q2 2026, its #179 holding.
- Dogwood Wealth Management first reported a position in Bank of New York Mellon in Q1 2025 and has held it in 6 quarters since.
- 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.