Frank Rimerman Advisors’s Bank of New York Mellon BK Stock Holding History

Frank Rimerman Advisors’s Portfolio BK Stock Details BK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.14M	Sell
2025 Q1	$1.08M	Hold
2024 Q4	$992K	Hold
2024 Q3	$928K	Buy
2024 Q2	$765K	Buy