Parkworth Wealth Management’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
2025
Q2
$2K Buy
22
+11
+100% +$934 ﹤0.01% 272
2025
Q1
$923 Buy
11
+1
+10% +$84 ﹤0.01% 278
2024
Q4
$768 Buy
+10
New +$773 ﹤0.01% 333

Other funds holding BNY

Parkworth Wealth Management's BNY Position: Q2 2025 in Review

Parkworth Wealth Management increased its Bank of New York Mellon (BNY) stake by 100% in Q2 2025, buying an estimated $934 and bringing the position to 22 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Parkworth Wealth Management first reported a position in BNY in Q4 2024 and has held it in 3 quarters since. 1,551 funds tracked by Wall St. Rank hold BNY as of Q2 2025.

  • Parkworth Wealth Management held 22 shares of Bank of New York Mellon worth $2K as of Q2 2025.
  • Parkworth Wealth Management bought 11 Bank of New York Mellon shares in Q2 2025, an estimated $934.
  • Bank of New York Mellon made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #272 holding.
  • Parkworth Wealth Management first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 3 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.