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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$635K Sell
4,390
-841
-16% -$115K 0.45% 48
2026
Q1
$621K Sell
5,231
-200
-4% -$23.8K 0.51% 41
2025
Q4
$630K Buy
+5,431
New +$601K 0.57% 35

Other funds holding BNY

Avise Financial Cooperative's BNY Position: Q2 2026 in Review

Avise Financial Cooperative reduced its Bank of New York Mellon (BNY) stake by 16% in Q2 2026, selling an estimated $115K and leaving 4,390 shares worth $635K. The position accounts for 0.45% of the portfolio, ranked #48.

Avise Financial Cooperative first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Avise Financial Cooperative held 4,390 shares of Bank of New York Mellon worth $635K as of Q2 2026.
  • Avise Financial Cooperative sold 841 Bank of New York Mellon shares in Q2 2026, an estimated $115K.
  • Bank of New York Mellon made up 0.45% of Avise Financial Cooperative's portfolio in Q2 2026, its #48 holding.
  • Avise Financial Cooperative first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Avise Financial Cooperative's 13F filing for Q2 2026, filed 6 Aug 2026.