Coastal Bridge 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
$483K Sell
3,338
-225
-6% -$30.8K 0.03% 327
2026
Q1
$423K Buy
3,563
+373
+12% +$44.4K 0.03% 334
2025
Q4
$370K Buy
3,190
+1,231
+63% +$136K 0.03% 342
2025
Q3
$213K Buy
+1,959
New +$200K 0.02% 423

Other funds holding BNY

Coastal Bridge Advisors's BNY Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Bank of New York Mellon (BNY) stake by 6.3% in Q2 2026, selling an estimated $30.8K and leaving 3,338 shares worth $483K. The position accounts for 0.03% of the portfolio, ranked #327.

Coastal Bridge Advisors first reported a position in BNY in Q3 2025 and has held it in 4 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Coastal Bridge Advisors held 3,338 shares of Bank of New York Mellon worth $483K as of Q2 2026.
  • Coastal Bridge Advisors sold 225 Bank of New York Mellon shares in Q2 2026, an estimated $30.8K.
  • Bank of New York Mellon made up 0.03% of Coastal Bridge Advisors's portfolio in Q2 2026, its #327 holding.
  • Coastal Bridge Advisors first reported a position in Bank of New York Mellon in Q3 2025 and has held it in 4 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.