Advisor OS’s Bank of New York Mellon BK Stock Holding History

Advisor OS’s Portfolio BK Stock Details BK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$321K	Sell
2025 Q1	$296K	Buy
2022 Q1	–	Sell
2021 Q4	$341K	Sell
2021 Q3	$310K	Sell
2021 Q2	$350K	Buy