Twin City Private Wealth’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
2026
Q2
$986K Buy
6,816
+115
+2% +$15.7K 0.69% 59
2026
Q1
$795K Sell
6,701
-1,992
-23% -$237K 0.6% 61
2025
Q4
$1.01M Buy
8,693
+334
+4% +$37K 0.76% 49
2025
Q3
$911K Buy
8,359
+253
+3% +$25.8K 0.71% 52
2025
Q2
$738K Sell
8,106
-43
-0.5% -$3.65K 0.6% 66
2025
Q1
$683K Sell
8,149
-210
-3% -$17.6K 0.6% 67
2024
Q4
$642K Buy
8,359
+1,194
+17% +$92.3K 0.57% 66
2024
Q3
$515K Sell
7,165
-1,361
-16% -$89.5K 0.45% 69
2024
Q2
$511K Buy
8,526
+865
+11% +$50.1K 0.48% 68
2024
Q1
$441K Buy
+7,661
New +$422K 0.43% 71

Other funds holding BNY

Twin City Private Wealth's BNY Position: Q2 2026 in Review

Twin City Private Wealth increased its Bank of New York Mellon (BNY) stake by 1.7% in Q2 2026, buying an estimated $15.7K and bringing the position to 6,816 shares worth $986K. The position accounts for 0.69% of the portfolio, ranked #59.

Twin City Private Wealth first reported a position in BNY in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.01M in Q4 2025. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Twin City Private Wealth held 6,816 shares of Bank of New York Mellon worth $986K as of Q2 2026.
  • Twin City Private Wealth bought 115 Bank of New York Mellon shares in Q2 2026, an estimated $15.7K.
  • Bank of New York Mellon made up 0.69% of Twin City Private Wealth's portfolio in Q2 2026, its #59 holding.
  • Twin City Private Wealth first reported a position in Bank of New York Mellon in Q1 2024 and has held it in 10 quarters since.
  • Twin City Private Wealth's Bank of New York Mellon position peaked at $1.01M in Q4 2025.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Twin City Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.