Iron Horse 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
2025
Q2
$83.8K Buy
920
+900
+4,500% +$76.4K 0.02% 100
2025
Q1
$1.68K Buy
+20
New +$1.68K ﹤0.01% 475
2022
Q3
Sell
-2
Closed 152
2022
Q2
$0 Buy
+2
New +$89 ﹤0.01% 254

Other funds holding BNY

Iron Horse Wealth Management's BNY Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Bank of New York Mellon (BNY) stake by 4,500% in Q2 2025, buying an estimated $76.4K and bringing the position to 920 shares worth $83.8K. The position accounts for 0.02% of the portfolio, ranked #100.

Iron Horse Wealth Management first reported a position in BNY in Q2 2022 and has held it in 3 quarters since. 1,551 funds tracked by Wall St. Rank hold BNY as of Q2 2025.

  • Iron Horse Wealth Management held 920 shares of Bank of New York Mellon worth $83.8K as of Q2 2025.
  • Iron Horse Wealth Management bought 900 Bank of New York Mellon shares in Q2 2025, an estimated $76.4K.
  • Bank of New York Mellon made up 0.02% of Iron Horse Wealth Management's portfolio in Q2 2025, its #100 holding.
  • Iron Horse Wealth Management first reported a position in Bank of New York Mellon in Q2 2022 and has held it in 3 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.