Spectrum Wealth Counsel’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
Q1
$23.2K Hold
277
﹤0.01% 199
2024
Q4
$21.3K Sell
277
-25
-8% -$1.93K ﹤0.01% 198
2024
Q3
$21.7K Buy
302
+25
+9% +$1.64K ﹤0.01% 209
2024
Q2
$16.6K Hold
277
﹤0.01% 271
2024
Q1
$16K Buy
+277
New +$15.3K ﹤0.01% 276

Other funds holding BNY

Spectrum Wealth Counsel's BNY Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Bank of New York Mellon (BNY) position steady in Q1 2025 at 277 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #199.

Spectrum Wealth Counsel first reported a position in BNY in Q1 2024 and has held it in 5 quarters since. 1,501 funds tracked by Wall St. Rank hold BNY as of Q1 2025.

  • Spectrum Wealth Counsel held 277 shares of Bank of New York Mellon worth $23.2K as of Q1 2025.
  • Spectrum Wealth Counsel left its Bank of New York Mellon share count unchanged in Q1 2025.
  • Bank of New York Mellon made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #199 holding.
  • Spectrum Wealth Counsel first reported a position in Bank of New York Mellon in Q1 2024 and has held it in 5 quarters since.
  • 1,501 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.