Financial Consulate’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
$11K Buy
76
+2
+3% +$273 ﹤0.01% 647
2026
Q1
$8.78K Buy
74
+22
+42% +$2.62K ﹤0.01% 669
2025
Q4
$6.04K Hold
52
﹤0.01% 706
2025
Q3
$5.67K Buy
+52
New +$5.3K ﹤0.01% 635

Other funds holding BNY

Financial Consulate's BNY Position: Q2 2026 in Review

Financial Consulate increased its Bank of New York Mellon (BNY) stake by 2.7% in Q2 2026, buying an estimated $273 and bringing the position to 76 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Financial Consulate first reported a position in BNY in Q3 2025 and has held it in 4 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Financial Consulate held 76 shares of Bank of New York Mellon worth $11K as of Q2 2026.
  • Financial Consulate bought 2 Bank of New York Mellon shares in Q2 2026, an estimated $273.
  • Bank of New York Mellon made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #647 holding.
  • Financial Consulate first reported a position in Bank of New York Mellon in Q3 2025 and has held it in 4 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.