Loring Wolcott & Coolidge Fiduciary 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 | $341K | Hold |
2,359
| – | – | ﹤0.01% | 271 |
|
|
2026
Q1 | $301K | Buy |
2,359
+1,259
| +114% | +$150K | ﹤0.01% | 278 |
|
|
2025
Q4 | $131K | Hold |
1,100
| – | – | ﹤0.01% | 355 |
|
|
2025
Q3 | $117K | Hold |
1,100
| – | – | ﹤0.01% | 368 |
|
|
2025
Q2 | $100K | Hold |
1,100
| – | – | ﹤0.01% | 343 |
|
|
2025
Q1 | $85.5K | Hold |
1,100
| – | – | ﹤0.01% | 346 |
|
|
2024
Q4 | $94.5K | Hold |
1,100
| – | – | ﹤0.01% | 346 |
|
|
2024
Q3 | $84.2K | Hold |
1,100
| – | – | ﹤0.01% | 354 |
|
|
2024
Q2 | $71.5K | Sell |
1,100
-117
| -10% | -$6.77K | ﹤0.01% | 363 |
|
|
2024
Q1 | $69.6K | Buy |
1,217
+117
| +11% | +$6.44K | ﹤0.01% | 366 |
|
|
2023
Q4 | $61K | Hold |
1,100
| – | – | ﹤0.01% | 387 |
|
|
2023
Q3 | $48.7K | Hold |
1,100
| – | – | ﹤0.01% | 421 |
|
|
2023
Q2 | $49K | Hold |
1,100
| – | – | ﹤0.01% | 426 |
|
|
2023
Q1 | $50K | Hold |
1,100
| – | – | ﹤0.01% | 405 |
|
|
2022
Q4 | $50.1K | Hold |
1,100
| – | – | ﹤0.01% | 403 |
|
|
2022
Q3 | $42K | Hold |
1,100
| – | – | ﹤0.01% | 428 |
|
|
2022
Q2 | $46K | Hold |
1,100
| – | – | ﹤0.01% | 435 |
|
|
2022
Q1 | $55K | Hold |
1,100
| – | – | ﹤0.01% | 431 |
|
|
2021
Q4 | $64K | Hold |
1,100
| – | – | ﹤0.01% | 436 |
|
|
2021
Q3 | $57K | Sell |
1,100
-142
| -11% | -$7.38K | ﹤0.01% | 449 |
|
|
2021
Q2 | $64K | Buy |
+1,242
| New | +$62.1K | ﹤0.01% | 448 |
|
|
2021
Q1 | – | Sell |
-663
| Closed | -$28K | – | 353 |
|
|
2020
Q4 | $28K | Buy |
663
+113
| +21% | +$4.34K | ﹤0.01% | 480 |
|
|
2020
Q3 | $19K | Hold |
550
| – | – | ﹤0.01% | 471 |
|
|
2020
Q2 | $21K | Hold |
550
| – | – | ﹤0.01% | 436 |
|
|
2020
Q1 | $19K | Buy |
+550
| New | +$23.1K | ﹤0.01% | 467 |
|
|
2019
Q1 | – | Sell |
-892
| Closed | -$42K | – | 705 |
|
|
2018
Q4 | $42K | Buy |
892
+92
| +12% | +$4.47K | ﹤0.01% | 431 |
|
|
2018
Q3 | $41K | Hold |
800
| – | – | ﹤0.01% | 439 |
|
|
2018
Q2 | $43K | Hold |
800
| – | – | ﹤0.01% | 440 |
|
|
2018
Q1 | $41K | Hold |
800
| – | – | ﹤0.01% | 461 |
|
|
2017
Q4 | $43K | Hold |
800
| – | – | ﹤0.01% | 451 |
|
|
2017
Q3 | $42K | Hold |
800
| – | – | ﹤0.01% | 439 |
|
|
2017
Q2 | $42K | Sell |
800
-200
| -20% | -$9.57K | ﹤0.01% | 429 |
|
|
2017
Q1 | $47K | Hold |
1,000
| – | – | ﹤0.01% | 420 |
|
|
2016
Q4 | $47K | Hold |
1,000
| – | – | ﹤0.01% | 396 |
|
|
2016
Q3 | $40K | Hold |
1,000
| – | – | ﹤0.01% | 417 |
|
|
2016
Q2 | $39K | Hold |
1,000
| – | – | ﹤0.01% | 415 |
|
|
2016
Q1 | $37K | Hold |
1,000
| – | – | ﹤0.01% | 433 |
|
|
2015
Q4 | $41K | Sell |
1,000
-100
| -9% | -$4.2K | ﹤0.01% | 445 |
|
|
2015
Q3 | $46K | Hold |
1,100
| – | – | ﹤0.01% | 425 |
|
|
2015
Q2 | $46K | Hold |
1,100
| – | – | ﹤0.01% | 425 |
|
|
2015
Q1 | $44K | Hold |
1,100
| – | – | ﹤0.01% | 446 |
|
|
2014
Q4 | $45K | Hold |
1,100
| – | – | ﹤0.01% | 437 |
|
|
2014
Q3 | $43K | Hold |
1,100
| – | – | ﹤0.01% | 425 |
|
|
2014
Q2 | $41K | Hold |
1,100
| – | – | ﹤0.01% | 448 |
|
|
2014
Q1 | $39K | Hold |
1,100
| – | – | ﹤0.01% | 433 |
|
|
2013
Q4 | $38K | Hold |
1,100
| – | – | ﹤0.01% | 414 |
|
|
2013
Q3 | $33K | Hold |
1,100
| – | – | ﹤0.01% | 400 |
|
|
2013
Q2 | $31K | Buy |
+1,100
| New | +$31.6K | ﹤0.01% | 437 |
|
Other funds holding BNY
Loring Wolcott & Coolidge Fiduciary Advisors's BNY Position: Q2 2026 in Review
Loring Wolcott & Coolidge Fiduciary Advisors held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 2,359 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #271.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BNY in Q2 2013 and has held it in 48 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors held 2,359 shares of Bank of New York Mellon worth $341K as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors left its Bank of New York Mellon share count unchanged in Q2 2026.
- Bank of New York Mellon made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #271 holding.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Bank of New York Mellon in Q2 2013 and has held it in 48 quarters since.
- 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.