Halbert Hargrove Global 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
$1.82K Buy
+13
New +$1.78K ﹤0.01% 395
2025
Q4
Sell
-42
Closed -$4.58K 408
2025
Q3
$4.58K Buy
42
+2
+5% +$204 ﹤0.01% 435
2025
Q2
$3.65K Buy
40
+15
+60% +$1.27K ﹤0.01% 276
2025
Q1
$2.1K Buy
+25
New +$2.1K ﹤0.01% 398
2014
Q3
Sell
-8,797
Closed -$464K 148
2014
Q2
$464K Buy
+8,797
New +$304K 0.14% 47

Other funds holding BNY

Halbert Hargrove Global Advisors's BNY Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 13 shares worth $1.82K. The stake represents ﹤0.01% of the portfolio and ranks #395 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in BNY as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in BNY in Q2 2014 and has held it in 5 quarters since. The position peaked at $464K in Q2 2014. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Halbert Hargrove Global Advisors held 13 shares of Bank of New York Mellon worth $1.82K as of Q2 2026.
  • Bank of New York Mellon was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Bank of New York Mellon made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #395 holding.
  • Halbert Hargrove Global Advisors first reported a position in Bank of New York Mellon in Q2 2014 and has held it in 5 quarters since.
  • Halbert Hargrove Global Advisors's Bank of New York Mellon position peaked at $464K in Q2 2014.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.