Atlas Capital Advisors’s Bank of New York Mellon BNY Stock Holding History

Atlas Capital Advisors’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	$55.2K	Hold	382	–	–	0.01%	704
2026 Q1	$45.3K	Hold	382	–	–	0.01%	663
2025 Q4	$44.3K	Buy	+382	New	+$42.3K	﹤0.01%	636
2025 Q2	$34.8K	Hold	382	–	–	﹤0.01%	665
2025 Q1	$32K	Hold	382	–	–	﹤0.01%	680
2024 Q4	$29.3K	Hold	382	–	–	﹤0.01%	676
2024 Q3	$27.4K	Hold	382	–	–	﹤0.01%	656
2024 Q2	$22.9K	Hold	382	–	–	﹤0.01%	681
2024 Q1	$22K	Hold	382	–	–	﹤0.01%	655
2023 Q4	$19.9K	Hold	382	–	–	﹤0.01%	690
2023 Q3	$16.3K	Hold	382	–	–	﹤0.01%	657
2023 Q2	$17K	Hold	382	–	–	﹤0.01%	700
2023 Q1	$17.4K	Hold	382	–	–	﹤0.01%	702
2022 Q4	$17.4K	Hold	382	–	–	﹤0.01%	675
2022 Q3	$14.7K	Sell	382 -183	-32%	-$7.8K	﹤0.01%	687
2022 Q2	$23.6K	Buy	565 +204	+57%	+$9.09K	﹤0.01%	659
2022 Q1	$17.9K	Hold	361	–	–	﹤0.01%	650
2021 Q4	$21K	Hold	361	–	–	﹤0.01%	630
2021 Q3	$18.7K	Buy	361 +111	+44%	+$5.77K	﹤0.01%	647
2021 Q2	$12.8K	Hold	250	–	–	﹤0.01%	708
2021 Q1	$11.8K	Buy	+250	New	+$11K	﹤0.01%	656
2019 Q3	–	Sell	-110	Closed	-$4.86K	–	640
2019 Q2	$4.86K	Sell	110 -186	-63%	-$8.74K	﹤0.01%	627
2019 Q1	$5.55K	Buy	296 +186	+169%	+$9.59K	﹤0.01%	544
2018 Q4	$5.18K	Hold	110	–	–	﹤0.01%	540
2018 Q3	$5.74K	Sell	110 -133	-55%	-$7K	﹤0.01%	522
2018 Q2	$13.1K	Sell	243 -130	-35%	-$7.17K	﹤0.01%	458
2018 Q1	$19.2K	Buy	+373	New	+$20.7K	0.01%	452

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

Atlas Capital Advisors's BNY Position: Q2 2026 in Review

Atlas Capital Advisors held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 382 shares worth $55.2K. The position accounts for 0.01% of the portfolio, ranked #704.

Atlas Capital Advisors first reported a position in BNY in Q1 2018 and has held it in 27 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Atlas Capital Advisors held 382 shares of Bank of New York Mellon worth $55.2K as of Q2 2026.
Atlas Capital Advisors left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up 0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #704 holding.
Atlas Capital Advisors first reported a position in Bank of New York Mellon in Q1 2018 and has held it in 27 quarters since.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.