Midwest Trust’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
$647K Sell
4,474
-307
-6% -$42K 0.01% 405
2026
Q1
$567K Sell
4,781
-226
-5% -$26.9K 0.01% 423
2025
Q4
$581K Buy
5,007
+724
+17% +$80.1K 0.01% 410
2025
Q3
$467K Sell
4,283
-27
-0.6% -$2.75K 0.01% 434
2025
Q2
$393K Buy
+4,310
New +$366K 0.01% 464

Other funds holding BNY

Midwest Trust's BNY Position: Q2 2026 in Review

Midwest Trust reduced its Bank of New York Mellon (BNY) stake by 6.4% in Q2 2026, selling an estimated $42K and leaving 4,474 shares worth $647K. The position accounts for 0.01% of the portfolio, ranked #405.

Midwest Trust first reported a position in BNY in Q2 2025 and has held it in 5 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Midwest Trust held 4,474 shares of Bank of New York Mellon worth $647K as of Q2 2026.
  • Midwest Trust sold 307 Bank of New York Mellon shares in Q2 2026, an estimated $42K.
  • Bank of New York Mellon made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #405 holding.
  • Midwest Trust first reported a position in Bank of New York Mellon in Q2 2025 and has held it in 5 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.