Everpar 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
$473K Buy
3,269
+255
+8% +$34.9K 0.13% 154
2026
Q1
$358K Buy
3,014
+488
+19% +$58K 0.12% 178
2025
Q4
$293K Buy
+2,526
New +$279K 0.11% 203

Other funds holding BNY

Everpar Advisors's BNY Position: Q2 2026 in Review

Everpar Advisors increased its Bank of New York Mellon (BNY) stake by 8.5% in Q2 2026, buying an estimated $34.9K and bringing the position to 3,269 shares worth $473K. The position accounts for 0.13% of the portfolio, ranked #154.

Everpar Advisors first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Everpar Advisors held 3,269 shares of Bank of New York Mellon worth $473K as of Q2 2026.
  • Everpar Advisors bought 255 Bank of New York Mellon shares in Q2 2026, an estimated $34.9K.
  • Bank of New York Mellon made up 0.13% of Everpar Advisors's portfolio in Q2 2026, its #154 holding.
  • Everpar Advisors first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.