Claro Advisors’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
$638K Sell
4,411
-110
-2% -$15K 0.07% 225
2026
Q1
$536K Buy
4,521
+135
+3% +$16.1K 0.06% 226
2025
Q4
$509K Buy
4,386
+24
+0.6% +$2.66K 0.07% 216
2025
Q3
$475K Buy
4,362
+622
+17% +$63.4K 0.07% 234
2025
Q2
$341K Sell
3,740
-467
-11% -$39.7K 0.06% 265
2025
Q1
$353K Buy
4,207
+269
+7% +$22.6K 0.05% 344
2024
Q4
$303K Sell
3,938
-224
-5% -$17.3K 0.04% 358
2024
Q3
$299K Buy
+4,162
New +$274K 0.04% 380
2019
Q1
Sell
-651
Closed -$33K 237
2018
Q4
$33K Buy
+651
New +$31.6K 0.03% 426

Other funds holding BNY

Claro Advisors's BNY Position: Q2 2026 in Review

Claro Advisors reduced its Bank of New York Mellon (BNY) stake by 2.4% in Q2 2026, selling an estimated $15K and leaving 4,411 shares worth $638K. The position accounts for 0.07% of the portfolio, ranked #225.

Claro Advisors first reported a position in BNY in Q4 2018 and has held it in 9 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Claro Advisors held 4,411 shares of Bank of New York Mellon worth $638K as of Q2 2026.
  • Claro Advisors sold 110 Bank of New York Mellon shares in Q2 2026, an estimated $15K.
  • Bank of New York Mellon made up 0.07% of Claro Advisors's portfolio in Q2 2026, its #225 holding.
  • Claro Advisors first reported a position in Bank of New York Mellon in Q4 2018 and has held it in 9 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.