Parcion Private Wealth’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
$496K Buy
3,427
+57
+2% +$7.79K 0.03% 266
2026
Q1
$400K Buy
3,370
+123
+4% +$14.6K 0.02% 284
2025
Q4
$377K Buy
3,247
+401
+14% +$44.4K 0.02% 282
2025
Q3
$310K Buy
2,846
+217
+8% +$22.1K 0.02% 268
2025
Q2
$240K Sell
2,629
-1,035
-28% -$87.9K 0.02% 264
2025
Q1
$307K Buy
3,664
+1,012
+38% +$85K 0.03% 218
2024
Q4
$204K Buy
+2,652
New +$205K 0.02% 236

Other funds holding BNY

Parcion Private Wealth's BNY Position: Q2 2026 in Review

Parcion Private Wealth increased its Bank of New York Mellon (BNY) stake by 1.7% in Q2 2026, buying an estimated $7.79K and bringing the position to 3,427 shares worth $496K. The position accounts for 0.03% of the portfolio, ranked #266.

Parcion Private Wealth first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Parcion Private Wealth held 3,427 shares of Bank of New York Mellon worth $496K as of Q2 2026.
  • Parcion Private Wealth bought 57 Bank of New York Mellon shares in Q2 2026, an estimated $7.79K.
  • Bank of New York Mellon made up 0.03% of Parcion Private Wealth's portfolio in Q2 2026, its #266 holding.
  • Parcion Private Wealth first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.