Vertrix Wealth Management’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Vertrix Wealth Management's BNY Position: Q2 2026 in Review
Vertrix Wealth Management reduced its Bank of New York Mellon (BNY) stake by 15% in Q2 2026, selling an estimated $864K and leaving 36,246 shares worth $5.24M. The position accounts for 1.77% of the portfolio, ranked #18.
Vertrix Wealth Management first reported a position in BNY in Q1 2026 and has held it in 2 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Vertrix Wealth Management held 36,246 shares of Bank of New York Mellon worth $5.24M as of Q2 2026.
- Vertrix Wealth Management sold 6,321 Bank of New York Mellon shares in Q2 2026, an estimated $864K.
- Bank of New York Mellon made up 1.77% of Vertrix Wealth Management's portfolio in Q2 2026, its #18 holding.
- Vertrix Wealth Management first reported a position in Bank of New York Mellon in Q1 2026 and has held it in 2 quarters since.
- 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.