Cascade Financial Partners’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Cascade Financial Partners's BNY Position: Q2 2026 in Review
Cascade Financial Partners reduced its Bank of New York Mellon (BNY) stake by 0.84% in Q2 2026, selling an estimated $22.6K and leaving 19,546 shares worth $2.83M. The position accounts for 0.25% of the portfolio, ranked #71.
Cascade Financial Partners first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,883 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Cascade Financial Partners held 19,546 shares of Bank of New York Mellon worth $2.83M as of Q2 2026.
- Cascade Financial Partners sold 165 Bank of New York Mellon shares in Q2 2026, an estimated $22.6K.
- Bank of New York Mellon made up 0.25% of Cascade Financial Partners's portfolio in Q2 2026, its #71 holding.
- Cascade Financial Partners first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
- 1,883 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.