Fiduciary Family Office’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
$2.08M Sell
14,412
-1,694
-11% -$232K 0.52% 42
2026
Q1
$1.91M Buy
16,106
+366
+2% +$43.5K 0.54% 37
2025
Q4
$1.83M Sell
15,740
-1,178
-7% -$130K 0.53% 36
2025
Q3
$1.84M Sell
16,918
-2,316
-12% -$236K 0.52% 35
2025
Q2
$1.75M Sell
19,234
-4,069
-17% -$346K 0.57% 30
2025
Q1
$1.95M Buy
+23,303
New +$1.96M 0.65% 28
2024
Q4
Sell
-24,928
Closed -$1.79M 97
2024
Q3
$1.79M Sell
24,928
-2,559
-9% -$168K 0.59% 32
2024
Q2
$1.65M Buy
27,487
+615
+2% +$35.6K 0.65% 32
2024
Q1
$1.55M Buy
26,872
+11,815
+78% +$650K 0.61% 42
2023
Q4
$784K Buy
+15,057
New +$693K 0.34% 61

Other funds holding BNY

Fiduciary Family Office's BNY Position: Q2 2026 in Review

Fiduciary Family Office reduced its Bank of New York Mellon (BNY) stake by 11% in Q2 2026, selling an estimated $232K and leaving 14,412 shares worth $2.08M. The position accounts for 0.52% of the portfolio, ranked #42.

Fiduciary Family Office first reported a position in BNY in Q4 2023 and has held it in 10 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Fiduciary Family Office held 14,412 shares of Bank of New York Mellon worth $2.08M as of Q2 2026.
  • Fiduciary Family Office sold 1,694 Bank of New York Mellon shares in Q2 2026, an estimated $232K.
  • Bank of New York Mellon made up 0.52% of Fiduciary Family Office's portfolio in Q2 2026, its #42 holding.
  • Fiduciary Family Office first reported a position in Bank of New York Mellon in Q4 2023 and has held it in 10 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.