Catalyst Financial Partners’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
$300K Sell
2,077
-2,031
-49% -$278K 0.03% 310
2026
Q1
$487K Buy
4,108
+285
+7% +$33.9K 0.06% 210
2025
Q4
$444K Buy
+3,823
New +$423K 0.05% 196

Other funds holding BNY

Catalyst Financial Partners's BNY Position: Q2 2026 in Review

Catalyst Financial Partners reduced its Bank of New York Mellon (BNY) stake by 49% in Q2 2026, selling an estimated $278K and leaving 2,077 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #310.

Catalyst Financial Partners first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. The position peaked at $487K in Q1 2026. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Catalyst Financial Partners held 2,077 shares of Bank of New York Mellon worth $300K as of Q2 2026.
  • Catalyst Financial Partners sold 2,031 Bank of New York Mellon shares in Q2 2026, an estimated $278K.
  • Bank of New York Mellon made up 0.03% of Catalyst Financial Partners's portfolio in Q2 2026, its #310 holding.
  • Catalyst Financial Partners first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
  • Catalyst Financial Partners's Bank of New York Mellon position peaked at $487K in Q1 2026.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.