Laird Norton Wetherby Trust Company’s Bank of New York Mellon BNY Stock Holding History

Laird Norton Wetherby Trust Company’s Portfolio BNY Stock Details BNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.35M	Sell	57,725 -2,952	-5%	-$404K	0.16%	95
2026 Q1	$7.2M	Buy	60,677 +843	+1%	+$100K	0.16%	95
2025 Q4	$6.95M	Buy	+59,834	New	+$6.62M	0.14%	108

Other funds holding BNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Laird Norton Wetherby Trust Company's BNY Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company reduced its Bank of New York Mellon (BNY) stake by 4.9% in Q2 2026, selling an estimated $404K and leaving 57,725 shares worth $8.35M. The position accounts for 0.16% of the portfolio, ranked #95.

Laird Norton Wetherby Trust Company first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Laird Norton Wetherby Trust Company held 57,725 shares of Bank of New York Mellon worth $8.35M as of Q2 2026.
Laird Norton Wetherby Trust Company sold 2,952 Bank of New York Mellon shares in Q2 2026, an estimated $404K.
Bank of New York Mellon made up 0.16% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #95 holding.
Laird Norton Wetherby Trust Company first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.