VWM
BNY

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

Vermillion 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 		$5.21K Sell
36
-48
-57% -$6.56K ﹤0.01% 1353
2026
Q1 		$9.96K Buy
84
+48
+133% +$5.71K ﹤0.01% 399
2025
Q4 		$4.18K Hold
36
– – ﹤0.01% 464
2025
Q3 		$3.92K Hold
36
– – ﹤0.01% 1327
2025
Q2 		$3.28K Hold
36
– – ﹤0.01% 423
2025
Q1 		$3.02K Hold
36
– – ﹤0.01% 1154
2024
Q4 		$2.77K Buy
+36
New +$2.78K ﹤0.01% 426

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Vermillion Wealth Management reduced its Bank of New York Mellon (BNY) stake by 57% in Q2 2026, selling an estimated $6.56K and leaving 36 shares worth $5.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Vermillion Wealth Management first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.96K in Q1 2026. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Vermillion Wealth Management held 36 shares of Bank of New York Mellon worth $5.21K as of Q2 2026.
  • Vermillion Wealth Management sold 48 Bank of New York Mellon shares in Q2 2026, an estimated $6.56K.
  • Bank of New York Mellon made up ﹤0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #1353 holding.
  • Vermillion Wealth Management first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
  • Vermillion Wealth Management's Bank of New York Mellon position peaked at $9.96K in Q1 2026.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.