Wilkins Investment Counsel’s Bank of New York Mellon BNY Stock Holding History

Wilkins Investment Counsel’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
2026 Q2	$2.48M	Sell	17,145 -200	-1%	-$27.3K	0.33%	55
2026 Q1	$2.06M	Sell	17,345 -1,200	-6%	-$143K	0.29%	59
2025 Q4	$2.15M	Sell	18,545 -55	-0.3%	-$6.09K	0.31%	56
2025 Q3	$2.03M	Hold	18,600	–	–	0.29%	59
2025 Q2	$1.69M	Sell	18,600 -100	-0.5%	-$8.49K	0.24%	63
2025 Q1	$1.57M	Hold	18,700	–	–	0.22%	63
2024 Q4	$1.44M	Hold	18,700	–	–	0.21%	68
2024 Q3	$1.34M	Hold	18,700	–	–	0.19%	70
2024 Q2	$1.12M	Buy	18,700 +1,200	+7%	+$69.4K	0.17%	71
2024 Q1	$1.01M	Buy	+17,500	New	+$963K	0.15%	78

Other funds holding BNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wilkins Investment Counsel's BNY Position: Q2 2026 in Review

Wilkins Investment Counsel reduced its Bank of New York Mellon (BNY) stake by 1.2% in Q2 2026, selling an estimated $27.3K and leaving 17,145 shares worth $2.48M. The position accounts for 0.33% of the portfolio, ranked #55.

Wilkins Investment Counsel first reported a position in BNY in Q1 2024 and has held it in 10 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Wilkins Investment Counsel held 17,145 shares of Bank of New York Mellon worth $2.48M as of Q2 2026.
Wilkins Investment Counsel sold 200 Bank of New York Mellon shares in Q2 2026, an estimated $27.3K.
Bank of New York Mellon made up 0.33% of Wilkins Investment Counsel's portfolio in Q2 2026, its #55 holding.
Wilkins Investment Counsel first reported a position in Bank of New York Mellon in Q1 2024 and has held it in 10 quarters since.
1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Wilkins Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.