Equitable Trust’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
$270K Sell
1,866
-19
-1% -$2.6K 0.01% 410
2026
Q1
$224K Buy
+1,885
New +$224K 0.01% 444
2018
Q4
Sell
-12,481
Closed -$636K 263
2018
Q3
$636K Buy
+12,481
New +$657K 0.07% 183

Other funds holding BNY

Equitable Trust's BNY Position: Q2 2026 in Review

Equitable Trust reduced its Bank of New York Mellon (BNY) stake by 1% in Q2 2026, selling an estimated $2.6K and leaving 1,866 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #410.

Equitable Trust first reported a position in BNY in Q3 2018 and has held it in 3 quarters since. The position peaked at $636K in Q3 2018. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Equitable Trust held 1,866 shares of Bank of New York Mellon worth $270K as of Q2 2026.
  • Equitable Trust sold 19 Bank of New York Mellon shares in Q2 2026, an estimated $2.6K.
  • Bank of New York Mellon made up 0.01% of Equitable Trust's portfolio in Q2 2026, its #410 holding.
  • Equitable Trust first reported a position in Bank of New York Mellon in Q3 2018 and has held it in 3 quarters since.
  • Equitable Trust's Bank of New York Mellon position peaked at $636K in Q3 2018.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.