Frank Rimerman 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
$2.14M Buy
14,776
+2,172
+17% +$297K 0.12% 141
2026
Q1
$1.5M Sell
12,604
-3,906
-24% -$465K 0.1% 166
2025
Q4
$1.92M Buy
16,510
+3,980
+32% +$440K 0.12% 132
2025
Q3
$1.37M Buy
12,530
+28
+0.2% +$2.86K 0.09% 178
2025
Q2
$1.14M Sell
12,502
-406
-3% -$34.5K 0.08% 191
2025
Q1
$1.08M Hold
12,908
0.09% 188
2024
Q4
$992K Hold
12,908
0.07% 197
2024
Q3
$928K Buy
12,908
+142
+1% +$9.34K 0.07% 230
2024
Q2
$765K Buy
+12,766
New +$739K 0.05% 261

Other funds holding BNY

Frank Rimerman Advisors's BNY Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Bank of New York Mellon (BNY) stake by 17% in Q2 2026, buying an estimated $297K and bringing the position to 14,776 shares worth $2.14M. The position accounts for 0.12% of the portfolio, ranked #141.

Frank Rimerman Advisors first reported a position in BNY in Q2 2024 and has held it in 9 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Frank Rimerman Advisors held 14,776 shares of Bank of New York Mellon worth $2.14M as of Q2 2026.
  • Frank Rimerman Advisors bought 2,172 Bank of New York Mellon shares in Q2 2026, an estimated $297K.
  • Bank of New York Mellon made up 0.12% of Frank Rimerman Advisors's portfolio in Q2 2026, its #141 holding.
  • Frank Rimerman Advisors first reported a position in Bank of New York Mellon in Q2 2024 and has held it in 9 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.