WoodTrust Financial’s Bank of New York Mellon BNY Stock Holding History

WoodTrust Financial’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	$380K	Buy	2,628 +26	+1%	+$3.56K	0.05%	136
2026 Q1	$309K	Hold	2,602	–	–	0.04%	140
2025 Q4	$302K	Hold	2,602	–	–	0.04%	154
2025 Q3	$284K	Sell	2,602 -2,733	-51%	-$279K	0.03%	155
2025 Q2	$770K	Buy	5,335 +2,733	+105%	+$232K	0.1%	94
2025 Q1	$218K	Buy	+2,602	New	+$219K	0.03%	158

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 $3.37T AUM 44.26% 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

WoodTrust Financial's BNY Position: Q2 2026 in Review

WoodTrust Financial increased its Bank of New York Mellon (BNY) stake by 1% in Q2 2026, buying an estimated $3.56K and bringing the position to 2,628 shares worth $380K. The position accounts for 0.05% of the portfolio, ranked #136.

WoodTrust Financial first reported a position in BNY in Q1 2025 and has held it in 6 quarters since. The position peaked at $770K in Q2 2025. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

WoodTrust Financial held 2,628 shares of Bank of New York Mellon worth $380K as of Q2 2026.
WoodTrust Financial bought 26 Bank of New York Mellon shares in Q2 2026, an estimated $3.56K.
Bank of New York Mellon made up 0.05% of WoodTrust Financial's portfolio in Q2 2026, its #136 holding.
WoodTrust Financial first reported a position in Bank of New York Mellon in Q1 2025 and has held it in 6 quarters since.
WoodTrust Financial's Bank of New York Mellon position peaked at $770K in Q2 2025.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.