J. Safra Asset Management’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
$7.23K Hold
50
﹤0.01% 438
2026
Q1
$5.93K Hold
50
﹤0.01% 438
2025
Q4
$5.8K Buy
+50
New +$5.53K ﹤0.01% 405

Other funds holding BNY

J. Safra Asset Management's BNY Position: Q2 2026 in Review

J. Safra Asset Management held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 50 shares worth $7.23K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

J. Safra Asset Management first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • J. Safra Asset Management held 50 shares of Bank of New York Mellon worth $7.23K as of Q2 2026.
  • J. Safra Asset Management left its Bank of New York Mellon share count unchanged in Q2 2026.
  • Bank of New York Mellon made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #438 holding.
  • J. Safra Asset Management first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.