Essential 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
$212K Sell
1,468
-3,390
-70% -$464K 0.1% 212
2026
Q1
$576K Hold
4,858
0.19% 130
2025
Q4
$564K Buy
4,858
+711
+17% +$78.7K 0.17% 164
2025
Q3
$452K Buy
4,147
+149
+4% +$15.2K 0.15% 186
2025
Q2
$364K Buy
+3,998
New +$340K 0.15% 202

Other funds holding BNY

Essential Partners's BNY Position: Q2 2026 in Review

Essential Partners reduced its Bank of New York Mellon (BNY) stake by 70% in Q2 2026, selling an estimated $464K and leaving 1,468 shares worth $212K. The position accounts for 0.1% of the portfolio, ranked #212.

Essential Partners first reported a position in BNY in Q2 2025 and has held it in 5 quarters since. The position peaked at $576K in Q1 2026. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Essential Partners held 1,468 shares of Bank of New York Mellon worth $212K as of Q2 2026.
  • Essential Partners sold 3,390 Bank of New York Mellon shares in Q2 2026, an estimated $464K.
  • Bank of New York Mellon made up 0.1% of Essential Partners's portfolio in Q2 2026, its #212 holding.
  • Essential Partners first reported a position in Bank of New York Mellon in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Bank of New York Mellon position peaked at $576K in Q1 2026.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.