Williamson Legacy Group’s Bank of New York Mellon BNY Stock Holding History

Williamson Legacy Group’s Portfolio BNY Stock Details BNY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.47M	Buy
2025 Q4	$1.25M	Buy
2025 Q3	$1.16M	Buy
2025 Q2	$694K	Buy
2025 Q1	$287K	Buy