WF
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Warner Financial’s Bank of New York Mellon BK Stock Holding History

Warner Financial’s Portfolio BK Stock Details BK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$550K Hold
6,033
– – 0.23% 65
2025
Q1 		$506K Buy
+6,033
New +$506K 0.22% 70