LWANC
BNY

Laurel Wealth Advisors (North Carolina)’s Bank of New York Mellon BNY Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q1 		– Sell
-923
Closed -$107K – 250
2025
Q4 		$107K Buy
+923
New +$102K 0.01% 244
2025
Q2 		– Sell
-1,223
Closed -$103K – 250
2025
Q1 		$103K Hold
1,223
– – 0.02% 241
2024
Q4 		$94K Hold
1,223
– – 0.01% 245
2024
Q3 		$87.9K Hold
1,223
– – 0.01% 250
2024
Q2 		$73.2K Hold
1,223
– – 0.01% 259
2024
Q1 		$70.5K Hold
1,223
– – 0.01% 267
2023
Q4 		$63.7K Hold
1,223
– – 0.01% 264
2023
Q3 		$52.2K Hold
1,223
– – 0.01% 272
2023
Q2 		$54.4K Hold
1,223
– – 0.01% 276
2023
Q1 		$55.6K Sell
1,223
-500
-29% -$24.2K 0.01% 272
2022
Q4 		$78.4K Hold
1,723
– – 0.02% 228
2022
Q3 		$66K Hold
1,723
– – 0.02% 238
2022
Q2 		$72K Hold
1,723
– – 0.02% 231
2022
Q1 		$86K Hold
1,723
– – 0.02% 228
2021
Q4 		$100K Hold
1,723
– – 0.02% 213
2021
Q3 		$89K Hold
1,723
– – 0.02% 218
2021
Q2 		$88K Buy
1,723
+82
+5% +$4.1K 0.02% 226
2021
Q1 		$78K Hold
1,641
– – 0.02% 227
2020
Q4 		$70K Hold
1,641
– – 0.02% 228
2020
Q3 		$56K Hold
1,641
– – 0.02% 228
2020
Q2 		$63K Sell
1,641
-300
-15% -$11K 0.02% 211
2020
Q1 		$65K Buy
1,941
+300
+18% +$12.6K 0.02% 198
2019
Q4 		$83K Hold
1,641
– – 0.03% 201
2019
Q3 		$74K Sell
1,641
-1
-0.1% -$45 0.03% 206
2019
Q2 		$72K Sell
1,642
-28
-2% -$1.32K 0.03% 207
2019
Q1 		$84K Sell
1,670
-29
-2% -$1.5K 0.03% 190
2018
Q4 		$80K Buy
+1,699
New +$82.5K 0.03% 181

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s BNY Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Bank of New York Mellon (BNY) in Q1 2026, closing a stake of 923 shares — an estimated $107K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in BNY in Q4 2018 and held it in 27 quarters. The position peaked at $107K in Q4 2025. 1,762 funds tracked by Wall St. Rank hold BNY as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Bank of New York Mellon position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 923 Bank of New York Mellon shares in Q1 2026, an estimated $107K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Bank of New York Mellon in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Bank of New York Mellon position peaked at $107K in Q4 2025.
  • 1,762 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.