Evermay Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Evermay Wealth Management’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	$260K	Hold	1,797	–	–	0.03%	183
2026 Q1	$213K	Hold	1,797	–	–	0.02%	187
2025 Q4	$209K	Hold	1,797	–	–	0.02%	196
2025 Q3	$196K	Hold	1,797	–	–	0.02%	197
2025 Q2	$164K	Hold	1,797	–	–	0.02%	211
2025 Q1	$151K	Hold	1,797	–	–	0.02%	218
2024 Q4	$138K	Hold	1,797	–	–	0.02%	224
2024 Q3	$129K	Hold	1,797	–	–	0.02%	241
2024 Q2	$108K	Sell	1,797 -510	-22%	-$29.5K	0.02%	260
2024 Q1	$133K	Sell	2,307 -7	-0.3%	-$385	0.02%	242
2023 Q4	$120K	Buy	2,314 +7	+0.3%	+$322	0.02%	226
2023 Q3	$98.4K	Sell	2,307 -298	-11%	-$13.3K	0.02%	239
2023 Q2	$116K	Sell	2,605 -750	-22%	-$32.2K	0.02%	227
2023 Q1	$152K	Buy	3,355 +298	+10%	+$14.4K	0.03%	199
2022 Q4	$139K	Hold	3,057	–	–	0.03%	198
2022 Q3	$118K	Hold	3,057	–	–	0.02%	201
2022 Q2	$128K	Hold	3,057	–	–	0.02%	194
2022 Q1	$152K	Buy	3,057 +2,250	+279%	+$128K	0.03%	212
2021 Q4	$47K	Sell	807 -25	-3%	-$1.44K	0.01%	286
2021 Q3	$43K	Sell	832 -50	-6%	-$2.6K	0.01%	277
2021 Q2	$45K	Buy	+882	New	+$44.1K	0.01%	299

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

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

Evermay Wealth Management held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 1,797 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #183.

Evermay Wealth Management first reported a position in BNY in Q2 2021 and has held it in 21 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Evermay Wealth Management held 1,797 shares of Bank of New York Mellon worth $260K as of Q2 2026.
Evermay Wealth Management left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up 0.03% of Evermay Wealth Management's portfolio in Q2 2026, its #183 holding.
Evermay Wealth Management first reported a position in Bank of New York Mellon in Q2 2021 and has held it in 21 quarters since.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.