Golden State Equity Partners’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
$15.2K Sell
105
-363
-78% -$49.6K 0.04% 196
2026
Q1
$55.5K Buy
+468
New +$55.7K ﹤0.01% 874
2024
Q4
Sell
-551
Closed -$39.6K 492
2024
Q3
$39.6K Buy
+551
New +$36.2K 0.02% 414

Other funds holding BNY

Golden State Equity Partners's BNY Position: Q2 2026 in Review

Golden State Equity Partners reduced its Bank of New York Mellon (BNY) stake by 78% in Q2 2026, selling an estimated $49.6K and leaving 105 shares worth $15.2K. The position accounts for 0.04% of the portfolio, ranked #196.

Golden State Equity Partners first reported a position in BNY in Q3 2024 and has held it in 3 quarters since. The position peaked at $55.5K in Q1 2026. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Golden State Equity Partners held 105 shares of Bank of New York Mellon worth $15.2K as of Q2 2026.
  • Golden State Equity Partners sold 363 Bank of New York Mellon shares in Q2 2026, an estimated $49.6K.
  • Bank of New York Mellon made up 0.04% of Golden State Equity Partners's portfolio in Q2 2026, its #196 holding.
  • Golden State Equity Partners first reported a position in Bank of New York Mellon in Q3 2024 and has held it in 3 quarters since.
  • Golden State Equity Partners's Bank of New York Mellon position peaked at $55.5K in Q1 2026.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.