First Pacific Financial’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
$8.19M Sell
56,610
-1,921
-3% -$263K 0.98% 18
2026
Q1
$6.94M Sell
58,531
-2,304
-4% -$274K 0.89% 16
2025
Q4
$7.06M Sell
60,835
-568
-0.9% -$62.8K 0.92% 17
2025
Q3
$6.69M Buy
61,403
+14,183
+30% +$1.45M 0.93% 18
2025
Q2
$4.3M Buy
+47,220
New +$4.01M 0.63% 24

Other funds holding BNY

First Pacific Financial's BNY Position: Q2 2026 in Review

First Pacific Financial reduced its Bank of New York Mellon (BNY) stake by 3.3% in Q2 2026, selling an estimated $263K and leaving 56,610 shares worth $8.19M. The position accounts for 0.98% of the portfolio, ranked #18.

First Pacific Financial first reported a position in BNY in Q2 2025 and has held it in 5 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • First Pacific Financial held 56,610 shares of Bank of New York Mellon worth $8.19M as of Q2 2026.
  • First Pacific Financial sold 1,921 Bank of New York Mellon shares in Q2 2026, an estimated $263K.
  • Bank of New York Mellon made up 0.98% of First Pacific Financial's portfolio in Q2 2026, its #18 holding.
  • First Pacific Financial first reported a position in Bank of New York Mellon in Q2 2025 and has held it in 5 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.