SEC 13F Intelligence

Bnc Wealth Management, LLC / BNY

Bnc Wealth Management, LLC’s Bank New York Mellon Corp Position

Does Bnc Wealth Management, LLC own Bank New York Mellon Corp (BNY)? Yes — 54.5K shares worth $6M (+1.79% of its 13F portfolio) as of Q1 2026, down from 55.5K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
54.5K
% of Portfolio
+1.79%
Quarters Held
6
currently held

Position History BNY

Reported value by quarter
Q4 ’24: $4MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $6MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202654.5K$6M+1.79%
Q4 202555.5K$6M+1.65%
Q3 202553.6K$6M+1.47%
Q2 202552.0K$5M+1.40%
Q1 202550.5K$4M+1.53%
Q4 202450.5K$4M+1.28%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bnc Wealth Management, LLC’s full portfolio or all institutional holders of BNY.