EverSource Wealth Advisors’s Bank of New York Mellon BNY Stock Holding History

EverSource Wealth Advisors’s Portfolio BNY Stock Details BNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$979K	Sell	6,766 -1,071	-14%	-$146K	0.03%	358
2026 Q1	$930K	Buy	7,837 +2,173	+38%	+$258K	0.03%	405
2025 Q4	$658K	Buy	5,664 +752	+15%	+$83.2K	0.02%	452
2025 Q3	$535K	Buy	4,912 +474	+11%	+$48.3K	0.02%	476
2025 Q2	$404K	Buy	4,438 +1,273	+40%	+$108K	0.02%	532
2025 Q1	$265K	Buy	3,165 +1,870	+144%	+$157K	0.01%	565
2024 Q4	$99.5K	Buy	1,295 +259	+25%	+$20K	0.01%	897
2024 Q3	$74.4K	Buy	1,036 +11	+1%	+$723	﹤0.01%	902
2024 Q2	$66.7K	Buy	1,025 +19	+2%	+$1.1K	﹤0.01%	961
2024 Q1	$56.9K	Buy	1,006 +24	+2%	+$1.32K	﹤0.01%	923
2023 Q4	$51.1K	Buy	982 +24	+3%	+$1.1K	﹤0.01%	892
2023 Q3	$40.9K	Buy	958 +26	+3%	+$1.16K	﹤0.01%	893
2023 Q2	$41.5K	Buy	932 +28	+3%	+$1.2K	﹤0.01%	909
2023 Q1	$41.1K	Buy	904 +84	+10%	+$4.07K	0.01%	856
2022 Q4	$37.3K	Sell	820 -128	-14%	-$5.49K	0.01%	868
2022 Q3	$36K	Buy	948 +668	+239%	+$28.5K	0.01%	725
2022 Q2	$12K	Sell	280 -85	-23%	-$3.79K	﹤0.01%	977
2022 Q1	$18K	Buy	365 +69	+23%	+$3.92K	﹤0.01%	735
2021 Q4	$17K	Buy	+296	New	+$17K	﹤0.01%	741

Other funds holding BNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EverSource Wealth Advisors's BNY Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Bank of New York Mellon (BNY) stake by 14% in Q2 2026, selling an estimated $146K and leaving 6,766 shares worth $979K. The position accounts for 0.03% of the portfolio, ranked #358.

EverSource Wealth Advisors first reported a position in BNY in Q4 2021 and has held it in 19 quarters since. 1,883 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

EverSource Wealth Advisors held 6,766 shares of Bank of New York Mellon worth $979K as of Q2 2026.
EverSource Wealth Advisors sold 1,071 Bank of New York Mellon shares in Q2 2026, an estimated $146K.
Bank of New York Mellon made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #358 holding.
EverSource Wealth Advisors first reported a position in Bank of New York Mellon in Q4 2021 and has held it in 19 quarters since.
1,883 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.