Crux Wealth Advisors’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Crux Wealth Advisors's BNY Position: Q2 2026 in Review
Crux Wealth Advisors reduced its Bank of New York Mellon (BNY) stake by 16% in Q2 2026, selling an estimated $241K and leaving 9,530 shares worth $1.38M. The position accounts for 0.48% of the portfolio, ranked #65.
Crux Wealth Advisors first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.4M in Q4 2025. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Crux Wealth Advisors held 9,530 shares of Bank of New York Mellon worth $1.38M as of Q2 2026.
- Crux Wealth Advisors sold 1,761 Bank of New York Mellon shares in Q2 2026, an estimated $241K.
- Bank of New York Mellon made up 0.48% of Crux Wealth Advisors's portfolio in Q2 2026, its #65 holding.
- Crux Wealth Advisors first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
- Crux Wealth Advisors's Bank of New York Mellon position peaked at $1.4M in Q4 2025.
- 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.