Troutman Wealth Management’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Troutman Wealth Management's BNY Position: Q2 2026 in Review
Troutman Wealth Management increased its Bank of New York Mellon (BNY) stake by 0.41% in Q2 2026, buying an estimated $2.05K and bringing the position to 3,709 shares worth $536K. The position accounts for 0.41% of the portfolio, ranked #27.
Troutman Wealth Management first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,874 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Troutman Wealth Management held 3,709 shares of Bank of New York Mellon worth $536K as of Q2 2026.
- Troutman Wealth Management bought 15 Bank of New York Mellon shares in Q2 2026, an estimated $2.05K.
- Bank of New York Mellon made up 0.41% of Troutman Wealth Management's portfolio in Q2 2026, its #27 holding.
- Troutman Wealth Management first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
- 1,874 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Troutman Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.