Farther Finance 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
$7.07M Sell
48,877
-4,351
-8% -$595K 0.06% 304
2026
Q1
$6.44M Buy
53,228
+3,917
+8% +$466K 0.06% 282
2025
Q4
$5.72M Buy
49,311
+26,766
+119% +$2.96M 0.06% 276
2025
Q3
$2.46M Buy
22,545
+11,550
+105% +$1.18M 0.04% 380
2025
Q2
$1M Buy
10,995
+2,043
+23% +$173K 0.02% 590
2025
Q1
$750K Buy
8,952
+4,213
+89% +$354K 0.02% 617
2024
Q4
$364K Sell
4,739
-107
-2% -$8.27K 0.01% 721
2024
Q3
$348K Buy
4,846
+872
+22% +$57.4K 0.01% 750
2024
Q2
$239K Buy
3,974
+650
+20% +$37.6K 0.01% 770
2024
Q1
$189K Buy
3,324
+49
+1% +$2.7K 0.01% 703
2023
Q4
$170K Buy
3,275
+756
+30% +$34.8K 0.01% 606
2023
Q3
$107K Buy
2,519
+417
+20% +$18.6K 0.02% 533
2023
Q2
$93.6K Buy
2,102
+268
+15% +$11.5K 0.02% 485
2023
Q1
$83.3K Buy
1,834
+975
+114% +$47.3K 0.02% 457
2022
Q4
$39.1K Buy
+859
New +$36.8K 0.02% 543

Other funds holding BNY

Farther Finance Advisors's BNY Position: Q2 2026 in Review

Farther Finance Advisors reduced its Bank of New York Mellon (BNY) stake by 8.2% in Q2 2026, selling an estimated $595K and leaving 48,877 shares worth $7.07M. The position accounts for 0.06% of the portfolio, ranked #304.

Farther Finance Advisors first reported a position in BNY in Q4 2022 and has held it in 15 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Farther Finance Advisors held 48,877 shares of Bank of New York Mellon worth $7.07M as of Q2 2026.
  • Farther Finance Advisors sold 4,351 Bank of New York Mellon shares in Q2 2026, an estimated $595K.
  • Bank of New York Mellon made up 0.06% of Farther Finance Advisors's portfolio in Q2 2026, its #304 holding.
  • Farther Finance Advisors first reported a position in Bank of New York Mellon in Q4 2022 and has held it in 15 quarters since.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.