WBCM
BNY

Wilson & Boucher Capital Management’s Bank of New York Mellon BNY Stock Holding History

Wilson & Boucher Capital Management’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 		$576K Sell
3,982
-183
-4% -$25K 0.34% 71
2026
Q1 		$494K Hold
4,165
– – 0.33% 73
2025
Q4 		$484K Hold
4,165
– – 0.32% 74
2025
Q3 		$454K Sell
4,165
-100
-2% -$10.2K 0.3% 77
2025
Q2 		$389K Hold
4,265
– – 0.27% 83
2025
Q1 		$358K Sell
4,265
-200
-4% -$16.8K 0.27% 87
2024
Q4 		$343K Sell
4,465
-100
-2% -$7.73K 0.24% 88
2024
Q3 		$328K Hold
4,565
– – 0.23% 91
2024
Q2 		$273K Sell
4,565
-125
-3% -$7.23K 0.21% 96
2024
Q1 		$270K Sell
4,690
-2,100
-31% -$116K 0.21% 100
2023
Q4 		$353K Sell
6,790
-200
-3% -$9.21K 0.3% 81
2023
Q3 		$298K Sell
6,990
-450
-6% -$20K 0.28% 82
2023
Q2 		$331K Sell
7,440
-700
-9% -$30K 0.3% 79
2023
Q1 		$370K Hold
8,140
– – 0.36% 75
2022
Q4 		$371K Sell
8,140
-450
-5% -$19.3K 0.38% 71
2022
Q3 		$331K Sell
8,590
-600
-7% -$25.6K 0.39% 73
2022
Q2 		$383K Sell
9,190
-550
-6% -$24.5K 0.42% 74
2022
Q1 		$483K Buy
9,740
+1,125
+13% +$64K 0.44% 68
2021
Q4 		$500K Buy
+8,615
New +$495K 0.45% 65

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

Wilson & Boucher Capital Management's BNY Position: Q2 2026 in Review

Wilson & Boucher Capital Management reduced its Bank of New York Mellon (BNY) stake by 4.4% in Q2 2026, selling an estimated $25K and leaving 3,982 shares worth $576K. The position accounts for 0.34% of the portfolio, ranked #71.

Wilson & Boucher Capital Management first reported a position in BNY in Q4 2021 and has held it in 19 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Wilson & Boucher Capital Management held 3,982 shares of Bank of New York Mellon worth $576K as of Q2 2026.
  • Wilson & Boucher Capital Management sold 183 Bank of New York Mellon shares in Q2 2026, an estimated $25K.
  • Bank of New York Mellon made up 0.34% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #71 holding.
  • Wilson & Boucher Capital Management first reported a position in Bank of New York Mellon in Q4 2021 and has held it in 19 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.