Gilpin Wealth Management’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Gilpin Wealth Management's BNY Position: Q2 2026 in Review
Gilpin Wealth Management reduced its Bank of New York Mellon (BNY) stake by 0.8% in Q2 2026, selling an estimated $3.42K and leaving 3,098 shares worth $448K. The position accounts for 0.31% of the portfolio, ranked #83.
Gilpin Wealth Management first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,870 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Gilpin Wealth Management held 3,098 shares of Bank of New York Mellon worth $448K as of Q2 2026.
- Gilpin Wealth Management sold 25 Bank of New York Mellon shares in Q2 2026, an estimated $3.42K.
- Bank of New York Mellon made up 0.31% of Gilpin Wealth Management's portfolio in Q2 2026, its #83 holding.
- Gilpin Wealth Management first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
- 1,870 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.