Jackson Thornton 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
$379K Buy
2,622
+206
+9% +$28.2K 0.03% 210
2026
Q1
$308K Buy
2,416
+178
+8% +$21.2K 0.03% 180
2025
Q4
$271K Buy
2,238
+203
+10% +$22.5K 0.03% 221
2025
Q3
$216K Buy
+2,035
New +$208K 0.02% 254

Other funds holding BNY

Jackson Thornton Wealth Management's BNY Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Bank of New York Mellon (BNY) stake by 8.5% in Q2 2026, buying an estimated $28.2K and bringing the position to 2,622 shares worth $379K. The position accounts for 0.03% of the portfolio, ranked #210.

Jackson Thornton Wealth Management first reported a position in BNY in Q3 2025 and has held it in 4 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Jackson Thornton Wealth Management held 2,622 shares of Bank of New York Mellon worth $379K as of Q2 2026.
  • Jackson Thornton Wealth Management bought 206 Bank of New York Mellon shares in Q2 2026, an estimated $28.2K.
  • Bank of New York Mellon made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #210 holding.
  • Jackson Thornton Wealth Management first reported a position in Bank of New York Mellon in Q3 2025 and has held it in 4 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.