WealthTrust Asset Management’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
WealthTrust Asset Management's BNY Position: Q2 2026 in Review
WealthTrust Asset Management reduced its Bank of New York Mellon (BNY) stake by 3.5% in Q2 2026, selling an estimated $61.9K and leaving 12,536 shares worth $1.81M. The position accounts for 0.98% of the portfolio, ranked #21.
WealthTrust Asset Management first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. 1,870 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- WealthTrust Asset Management held 12,536 shares of Bank of New York Mellon worth $1.81M as of Q2 2026.
- WealthTrust Asset Management sold 453 Bank of New York Mellon shares in Q2 2026, an estimated $61.9K.
- Bank of New York Mellon made up 0.98% of WealthTrust Asset Management's portfolio in Q2 2026, its #21 holding.
- WealthTrust Asset Management first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
- 1,870 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on WealthTrust Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.