Whitaker-Myers Wealth Managers’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Whitaker-Myers Wealth Managers's BNY Position: Q3 2025 in Review
Whitaker-Myers Wealth Managers sold out of Bank of New York Mellon (BNY) in Q3 2025, closing a stake of 6,082 shares — an estimated $554K sold.
Whitaker-Myers Wealth Managers first reported a position in BNY in Q1 2025 and held it in 2 quarters. The position peaked at $554K in Q2 2025. 1,643 funds tracked by Wall St. Rank hold BNY as of Q3 2025.
- Whitaker-Myers Wealth Managers reported no remaining Bank of New York Mellon position as of Q3 2025 after selling out during the quarter.
- Whitaker-Myers Wealth Managers sold 6,082 Bank of New York Mellon shares in Q3 2025, an estimated $554K.
- Whitaker-Myers Wealth Managers first reported a position in Bank of New York Mellon in Q1 2025 and held it in 2 quarters.
- Whitaker-Myers Wealth Managers's Bank of New York Mellon position peaked at $554K in Q2 2025.
- 1,643 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2025.
Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2025, filed 16 Oct 2025.