WLG
BNY

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

Williamson Legacy Group’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 		$1.84M Buy
12,717
+309
+2% +$42.2K 0.91% 40
2026
Q1 		$1.47M Buy
12,408
+1,614
+15% +$192K 1.1% 34
2025
Q4 		$1.25M Buy
10,794
+167
+2% +$18.5K 0.98% 42
2025
Q3 		$1.16M Buy
10,627
+3,009
+39% +$307K 0.89% 54
2025
Q2 		$694K Buy
7,618
+4,191
+122% +$356K 0.58% 78
2025
Q1 		$287K Buy
+3,427
New +$288K 0.27% 93

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Williamson Legacy Group's BNY Position: Q2 2026 in Review

Williamson Legacy Group increased its Bank of New York Mellon (BNY) stake by 2.5% in Q2 2026, buying an estimated $42.2K and bringing the position to 12,717 shares worth $1.84M. The position accounts for 0.91% of the portfolio, ranked #40.

Williamson Legacy Group first reported a position in BNY in Q1 2025 and has held it in 6 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Williamson Legacy Group held 12,717 shares of Bank of New York Mellon worth $1.84M as of Q2 2026.
  • Williamson Legacy Group bought 309 Bank of New York Mellon shares in Q2 2026, an estimated $42.2K.
  • Bank of New York Mellon made up 0.91% of Williamson Legacy Group's portfolio in Q2 2026, its #40 holding.
  • Williamson Legacy Group first reported a position in Bank of New York Mellon in Q1 2025 and has held it in 6 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Williamson Legacy Group's 13F filing for Q2 2026, filed 13 Aug 2026.