Wilkerson Advisory Group’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Wilkerson Advisory Group's BNY Position: Q2 2026 in Review
Wilkerson Advisory Group increased its Bank of New York Mellon (BNY) stake by 4% in Q2 2026, buying an estimated $2.19K and bringing the position to 414 shares worth $59.9K. The position accounts for 0.02% of the portfolio, ranked #214.
Wilkerson Advisory Group first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Wilkerson Advisory Group held 414 shares of Bank of New York Mellon worth $59.9K as of Q2 2026.
- Wilkerson Advisory Group bought 16 Bank of New York Mellon shares in Q2 2026, an estimated $2.19K.
- Bank of New York Mellon made up 0.02% of Wilkerson Advisory Group's portfolio in Q2 2026, its #214 holding.
- Wilkerson Advisory Group first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
- 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.