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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$14.5K Buy
100
+10
+11% +$1.37K 0.01% 274
2026
Q1
$10.7K Sell
90
-12
-12% -$1.43K 0.01% 283
2025
Q4
$11.8K Hold
102
0.01% 300
2025
Q3
$11.1K Hold
102
0.01% 256
2025
Q2
$9.29K Buy
+102
New +$8.66K 0.01% 276

Other funds holding BNY

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

IMG Wealth Management increased its Bank of New York Mellon (BNY) stake by 11% in Q2 2026, buying an estimated $1.37K and bringing the position to 100 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #274.

IMG Wealth Management first reported a position in BNY in Q2 2025 and has held it in 5 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • IMG Wealth Management held 100 shares of Bank of New York Mellon worth $14.5K as of Q2 2026.
  • IMG Wealth Management bought 10 Bank of New York Mellon shares in Q2 2026, an estimated $1.37K.
  • Bank of New York Mellon made up 0.01% of IMG Wealth Management's portfolio in Q2 2026, its #274 holding.
  • IMG Wealth Management first reported a position in Bank of New York Mellon in Q2 2025 and has held it in 5 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.