Wedmont Private Capital’s Bank of New York Mellon BNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.35M Buy
8,886
+528
+6% +$72.2K 0.04% 275
2026
Q1
$1.07M Buy
8,358
+361
+5% +$42.9K 0.03% 299
2025
Q4
$963K Buy
7,997
+197
+3% +$21.8K 0.03% 299
2025
Q3
$834K Buy
7,800
+323
+4% +$32.9K 0.03% 321
2025
Q2
$696K Buy
7,477
+402
+6% +$34.1K 0.03% 349
2025
Q1
$550K Buy
7,075
+783
+12% +$65.8K 0.03% 360
2024
Q4
$475K Buy
6,292
+568
+10% +$43.9K 0.03% 392
2024
Q3
$415K Buy
5,724
+493
+9% +$32.4K 0.02% 416
2024
Q2
$338K Buy
5,231
+640
+14% +$37K 0.02% 461
2024
Q1
$263K Buy
4,591
+169
+4% +$9.3K 0.02% 485
2023
Q4
$233K Buy
+4,422
New +$204K 0.02% 490
2023
Q2
– Sell
-4,786
Closed -$216K – 500
2023
Q1
$216K Buy
+4,786
New +$232K 0.03% 424
2022
Q4
– Sell
-6,066
Closed -$234K – 447
2022
Q3
$234K Buy
6,066
+1,092
+22% +$46.6K 0.05% 326
2022
Q2
$207K Buy
+4,974
New +$222K 0.04% 315

Other funds holding BNY

Wedmont Private Capital's BNY Position: Q2 2026 in Review

Wedmont Private Capital increased its Bank of New York Mellon (BNY) stake by 6.3% in Q2 2026, buying an estimated $72.2K and bringing the position to 8,886 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #275.

Wedmont Private Capital first reported a position in BNY in Q2 2022 and has held it in 14 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Wedmont Private Capital held 8,886 shares of Bank of New York Mellon worth $1.35M as of Q2 2026.
  • Wedmont Private Capital bought 528 Bank of New York Mellon shares in Q2 2026, an estimated $72.2K.
  • Bank of New York Mellon made up 0.04% of Wedmont Private Capital's portfolio in Q2 2026, its #275 holding.
  • Wedmont Private Capital first reported a position in Bank of New York Mellon in Q2 2022 and has held it in 14 quarters since.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.