Mascoma Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Mascoma Wealth Management’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	$5.5K	Buy	38 +6	+19%	+$820	﹤0.01%	370
2026 Q1	$3.8K	Buy	32 +6	+23%	+$714	﹤0.01%	386
2025 Q4	$3.02K	Buy	26 +14	+117%	+$1.55K	﹤0.01%	398
2025 Q3	$1.31K	Buy	+12	New	+$1.22K	﹤0.01%	434
2021 Q4	–	Sell	-100	Closed	-$5K	–	528
2021 Q3	$5K	Buy	+100	New	+$5.2K	﹤0.01%	377
2021 Q2	–	Sell	-100	Closed	-$5K	–	140
2021 Q1	$5K	Buy	+100	New	+$4.4K	﹤0.01%	375
2019 Q3	–	Sell	-100	Closed	-$4K	–	108
2019 Q2	$4K	Hold	100	–	–	﹤0.01%	301
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	295
2018 Q4	$5K	Hold	100	–	–	﹤0.01%	293
2018 Q3	$5K	Hold	100	–	–	﹤0.01%	320
2018 Q2	$5K	Hold	100	–	–	﹤0.01%	310
2018 Q1	$5K	Sell	100 -75	-43%	-$4.17K	﹤0.01%	302
2017 Q4	$10K	Hold	175	–	–	0.01%	260
2017 Q3	$9K	Hold	175	–	–	0.01%	281
2017 Q2	$9K	Sell	175 -200	-53%	-$9.57K	0.01%	286
2017 Q1	$18K	Hold	375	–	–	0.01%	225
2016 Q4	$18K	Buy	+375	New	+$16.9K	0.01%	222

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

Mascoma Wealth Management's BNY Position: Q2 2026 in Review

Mascoma Wealth Management increased its Bank of New York Mellon (BNY) stake by 19% in Q2 2026, buying an estimated $820 and bringing the position to 38 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Mascoma Wealth Management first reported a position in BNY in Q4 2016 and has held it in 17 quarters since. The position peaked at $18K in Q1 2017. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Mascoma Wealth Management held 38 shares of Bank of New York Mellon worth $5.5K as of Q2 2026.
Mascoma Wealth Management bought 6 Bank of New York Mellon shares in Q2 2026, an estimated $820.
Bank of New York Mellon made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #370 holding.
Mascoma Wealth Management first reported a position in Bank of New York Mellon in Q4 2016 and has held it in 17 quarters since.
Mascoma Wealth Management's Bank of New York Mellon position peaked at $18K in Q1 2017.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.