JGP Wealth Management’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
JGP Wealth Management's BNY Position: Q2 2026 in Review
JGP Wealth Management increased its Bank of New York Mellon (BNY) stake by 4.9% in Q2 2026, buying an estimated $14.2K and bringing the position to 2,232 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #185.
JGP Wealth Management first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- JGP Wealth Management held 2,232 shares of Bank of New York Mellon worth $323K as of Q2 2026.
- JGP Wealth Management bought 104 Bank of New York Mellon shares in Q2 2026, an estimated $14.2K.
- Bank of New York Mellon made up 0.03% of JGP Wealth Management's portfolio in Q2 2026, its #185 holding.
- JGP Wealth Management first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
- 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.