Plimoth Trust’s Bank of New York Mellon BNY Stock Holding History

Plimoth Trust’s Portfolio BNY Stock Details BNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$305K	Sell	2,110 -15	-0.7%	-$2.05K	0.06%	152
2026 Q1	$252K	Sell	2,125 -25	-1%	-$2.97K	0.06%	163
2025 Q4	$250K	Hold	2,150	–	–	0.06%	164
2025 Q3	$234K	Sell	2,150 -200	-9%	-$20.4K	0.05%	166
2025 Q2	$214K	Buy	+2,350	New	+$200K	0.05%	162

Other funds holding BNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Plimoth Trust's BNY Position: Q2 2026 in Review

Plimoth Trust reduced its Bank of New York Mellon (BNY) stake by 0.71% in Q2 2026, selling an estimated $2.05K and leaving 2,110 shares worth $305K. The position accounts for 0.06% of the portfolio, ranked #152.

Plimoth Trust first reported a position in BNY in Q2 2025 and has held it in 5 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Plimoth Trust held 2,110 shares of Bank of New York Mellon worth $305K as of Q2 2026.
Plimoth Trust sold 15 Bank of New York Mellon shares in Q2 2026, an estimated $2.05K.
Bank of New York Mellon made up 0.06% of Plimoth Trust's portfolio in Q2 2026, its #152 holding.
Plimoth Trust first reported a position in Bank of New York Mellon in Q2 2025 and has held it in 5 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Plimoth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.