Perigon Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Perigon Wealth Management's BNY Position: Q2 2026 in Review

Perigon Wealth Management increased its Bank of New York Mellon (BNY) stake by 4.2% in Q2 2026, buying an estimated $50.2K and bringing the position to 9,031 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #502.

Perigon Wealth Management first reported a position in BNY in Q4 2016 and has held it in 24 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

• Perigon Wealth Management held 9,031 shares of Bank of New York Mellon worth $1.31M as of Q2 2026.
• Perigon Wealth Management bought 367 Bank of New York Mellon shares in Q2 2026, an estimated $50.2K.
• Bank of New York Mellon made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #502 holding.
• Perigon Wealth Management first reported a position in Bank of New York Mellon in Q4 2016 and has held it in 24 quarters since.
• 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.