Atria Wealth Solutions’s Bank of New York Mellon BNY Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.47M	Sell	16,128 -35,735	-69%	-$3.03M	0.03%	506
2025 Q1	$4.35M	Buy	51,863 +4,689	+10%	+$394K	0.05%	381
2024 Q4	$3.62M	Buy	47,174 +3,169	+7%	+$245K	0.04%	444
2024 Q3	$3.16M	Buy	44,005 +330	+0.8%	+$21.7K	0.03%	480
2024 Q2	$2.62M	Buy	43,675 +921	+2%	+$53.3K	0.03%	543
2024 Q1	$2.46M	Buy	42,754 +14,209	+50%	+$782K	0.03%	572
2023 Q4	$1.49M	Sell	28,545 -1,662	-6%	-$76.5K	0.02%	709
2023 Q3	$1.29M	Sell	30,207 -1,962	-6%	-$87.4K	0.02%	714
2023 Q2	$1.43M	Sell	32,169 -12,076	-27%	-$518K	0.02%	698
2023 Q1	$2.01M	Buy	44,245 +6,893	+18%	+$334K	0.03%	538
2022 Q4	$1.7M	Buy	37,352 +2,865	+8%	+$123K	0.03%	572
2022 Q3	$1.33M	Sell	34,487 -8,303	-19%	-$354K	0.02%	621
2022 Q2	$2M	Sell	42,790 -23,209	-35%	-$1.03M	0.04%	448
2022 Q1	$3.27M	Buy	+65,999	New	+$3.75M	0.05%	344

Other funds holding BNY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Atria Wealth Solutions's BNY Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Bank of New York Mellon (BNY) stake by 69% in Q2 2025, selling an estimated $3.03M and leaving 16,128 shares worth $1.47M. The position accounts for 0.03% of the portfolio, ranked #506.

Atria Wealth Solutions first reported a position in BNY in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.35M in Q1 2025. 1,555 funds tracked by Wall St. Rank hold BNY as of Q2 2025.

Atria Wealth Solutions held 16,128 shares of Bank of New York Mellon worth $1.47M as of Q2 2025.
Atria Wealth Solutions sold 35,735 Bank of New York Mellon shares in Q2 2025, an estimated $3.03M.
Bank of New York Mellon made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #506 holding.
Atria Wealth Solutions first reported a position in Bank of New York Mellon in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Bank of New York Mellon position peaked at $4.35M in Q1 2025.
1,555 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.