Oregon Pacific Wealth Management’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Oregon Pacific Wealth Management's BNY Position: Q2 2026 in Review
Oregon Pacific Wealth Management opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 1,517 shares worth $219K. The stake represents 0.21% of the portfolio and ranks #104 among its holdings. This is a return to the name: Oregon Pacific Wealth Management previously reported a position in BNY as recently as Q4 2025.
Oregon Pacific Wealth Management first reported a position in BNY in Q4 2024 and has held it in 6 quarters since. The position peaked at $264K in Q1 2025. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Oregon Pacific Wealth Management held 1,517 shares of Bank of New York Mellon worth $219K as of Q2 2026.
- Bank of New York Mellon was a new Oregon Pacific Wealth Management position in Q2 2026.
- Bank of New York Mellon made up 0.21% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #104 holding.
- Oregon Pacific Wealth Management first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 6 quarters since.
- Oregon Pacific Wealth Management's Bank of New York Mellon position peaked at $264K in Q1 2025.
- 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.