Gradient Capital 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
$1.93M Sell
13,347
-48
-0.4% -$6.56K 0.45% 54
2026
Q1
$1.59M Buy
13,395
+53
+0.4% +$6.3K 0.41% 56
2025
Q4
$1.55M Buy
13,342
+7,381
+124% +$817K 0.4% 54
2025
Q3
$650K Buy
+5,961
New +$608K 0.17% 89

Other funds holding BNY

Gradient Capital Advisors's BNY Position: Q2 2026 in Review

Gradient Capital Advisors reduced its Bank of New York Mellon (BNY) stake by 0.36% in Q2 2026, selling an estimated $6.56K and leaving 13,347 shares worth $1.93M. The position accounts for 0.45% of the portfolio, ranked #54.

Gradient Capital Advisors first reported a position in BNY in Q3 2025 and has held it in 4 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Gradient Capital Advisors held 13,347 shares of Bank of New York Mellon worth $1.93M as of Q2 2026.
  • Gradient Capital Advisors sold 48 Bank of New York Mellon shares in Q2 2026, an estimated $6.56K.
  • Bank of New York Mellon made up 0.45% of Gradient Capital Advisors's portfolio in Q2 2026, its #54 holding.
  • Gradient Capital Advisors first reported a position in Bank of New York Mellon in Q3 2025 and has held it in 4 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.