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

Silverlake Wealth Management’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	$968K	Sell	6,697 -664	-9%	-$90.8K	0.18%	152
2026 Q1	$873K	Sell	7,361 -338	-4%	-$40.2K	0.18%	151
2025 Q4	$894K	Sell	7,699 -2,161	-22%	-$239K	0.2%	133
2025 Q3	$1.07M	Buy	9,860 +7	+0.1%	+$714	0.26%	116
2025 Q2	$898K	Sell	9,853 -29	-0.3%	-$2.46K	0.26%	109
2025 Q1	$829K	Sell	9,882 -276	-3%	-$23.2K	0.31%	87
2024 Q4	$780K	Buy	10,158 +1	+0%	+$77	0.3%	91
2024 Q3	$730K	Sell	10,157 -39	-0.4%	-$2.56K	0.28%	97
2024 Q2	$611K	Buy	+10,196	New	+$590K	0.25%	98

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

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

Silverlake Wealth Management reduced its Bank of New York Mellon (BNY) stake by 9% in Q2 2026, selling an estimated $90.8K and leaving 6,697 shares worth $968K. The position accounts for 0.18% of the portfolio, ranked #152.

Silverlake Wealth Management first reported a position in BNY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.07M in Q3 2025. 1,882 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Silverlake Wealth Management held 6,697 shares of Bank of New York Mellon worth $968K as of Q2 2026.
Silverlake Wealth Management sold 664 Bank of New York Mellon shares in Q2 2026, an estimated $90.8K.
Bank of New York Mellon made up 0.18% of Silverlake Wealth Management's portfolio in Q2 2026, its #152 holding.
Silverlake Wealth Management first reported a position in Bank of New York Mellon in Q2 2024 and has held it in 9 quarters since.
Silverlake Wealth Management's Bank of New York Mellon position peaked at $1.07M in Q3 2025.
1,882 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.