FSM Wealth Advisors’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
FSM Wealth Advisors's BNY Position: Q2 2026 in Review
FSM Wealth Advisors reduced its Bank of New York Mellon (BNY) stake by 4.6% in Q2 2026, selling an estimated $13.9K and leaving 2,106 shares worth $305K. The position accounts for 0.03% of the portfolio, ranked #261.
FSM Wealth Advisors first reported a position in BNY in Q3 2025 and has held it in 4 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- FSM Wealth Advisors held 2,106 shares of Bank of New York Mellon worth $305K as of Q2 2026.
- FSM Wealth Advisors sold 102 Bank of New York Mellon shares in Q2 2026, an estimated $13.9K.
- Bank of New York Mellon made up 0.03% of FSM Wealth Advisors's portfolio in Q2 2026, its #261 holding.
- FSM Wealth Advisors first reported a position in Bank of New York Mellon in Q3 2025 and has held it in 4 quarters since.
- 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.