West Branch Capital’s Bank of New York Mellon BNY Stock Holding History

West Branch Capital’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
2022 Q2	–	Sell	-355	Closed	-$18K	–	424
2022 Q1	$18K	Buy	355 +175	+97%	+$9.95K	0.01%	249
2021 Q4	$10K	Buy	+180	New	+$10.4K	﹤0.01%	323

Other funds holding BNY

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

West Branch Capital's BNY Position: Q2 2022 in Review

West Branch Capital sold out of Bank of New York Mellon (BNY) in Q2 2022, closing a stake of 355 shares — an estimated $18K sold.

West Branch Capital first reported a position in BNY in Q4 2021 and held it in 2 quarters. The position peaked at $18K in Q1 2022. 1,054 funds tracked by Wall St. Rank hold BNY as of Q2 2022.

West Branch Capital reported no remaining Bank of New York Mellon position as of Q2 2022 after selling out during the quarter.
West Branch Capital sold 355 Bank of New York Mellon shares in Q2 2022, an estimated $18K.
West Branch Capital first reported a position in Bank of New York Mellon in Q4 2021 and held it in 2 quarters.
West Branch Capital's Bank of New York Mellon position peaked at $18K in Q1 2022.
1,054 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2022.

Based on West Branch Capital's 13F filing for Q2 2022, filed 28 Jul 2022.