Gradient Capital Advisors’s Bank of New York Mellon BNY Stock Holding History

Gradient Capital Advisors’s Portfolio BNY Stock Details BNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.9M	Sell	13,160 -187	-1%	-$29.4K	0.44%	55
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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Gradient Capital Advisors's BNY Position: Q3 2026 in Review

Gradient Capital Advisors reduced its Bank of New York Mellon (BNY) stake by 1.4% in Q3 2026, selling an estimated $29.4K and leaving 13,160 shares worth $1.9M. The position accounts for 0.44% of the portfolio, ranked #55.

Gradient Capital Advisors first reported a position in BNY in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.93M in Q2 2026. 618 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

Gradient Capital Advisors held 13,160 shares of Bank of New York Mellon worth $1.9M as of Q3 2026.
Gradient Capital Advisors sold 187 Bank of New York Mellon shares in Q3 2026, an estimated $29.4K.
Bank of New York Mellon made up 0.44% of Gradient Capital Advisors's portfolio in Q3 2026, its #55 holding.
Gradient Capital Advisors first reported a position in Bank of New York Mellon in Q3 2025 and has held it in 5 quarters since.
Gradient Capital Advisors's Bank of New York Mellon position peaked at $1.93M in Q2 2026.
618 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.