Venturi Wealth Management’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Venturi Wealth Management's BNY Position: Q2 2026 in Review
Venturi Wealth Management increased its Bank of New York Mellon (BNY) stake by 11% in Q2 2026, buying an estimated $49.5K and bringing the position to 3,517 shares worth $509K. The position accounts for 0.02% of the portfolio, ranked #368.
Venturi Wealth Management first reported a position in BNY in Q3 2023 and has held it in 11 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Venturi Wealth Management held 3,517 shares of Bank of New York Mellon worth $509K as of Q2 2026.
- Venturi Wealth Management bought 362 Bank of New York Mellon shares in Q2 2026, an estimated $49.5K.
- Bank of New York Mellon made up 0.02% of Venturi Wealth Management's portfolio in Q2 2026, its #368 holding.
- Venturi Wealth Management first reported a position in Bank of New York Mellon in Q3 2023 and has held it in 11 quarters since.
- 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.