Paragon Private Wealth Management’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Paragon Private Wealth Management's BNY Position: Q2 2026 in Review
Paragon Private Wealth Management increased its Bank of New York Mellon (BNY) stake by 0.87% in Q2 2026, buying an estimated $2.05K and bringing the position to 1,746 shares worth $252K. The position accounts for 0.07% of the portfolio, ranked #205.
Paragon Private Wealth Management first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Paragon Private Wealth Management held 1,746 shares of Bank of New York Mellon worth $252K as of Q2 2026.
- Paragon Private Wealth Management bought 15 Bank of New York Mellon shares in Q2 2026, an estimated $2.05K.
- Bank of New York Mellon made up 0.07% of Paragon Private Wealth Management's portfolio in Q2 2026, its #205 holding.
- Paragon Private Wealth Management first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
- 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.