Moss Adams Wealth Advisors’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Moss Adams Wealth Advisors's BNY Position: Q2 2026 in Review
Moss Adams Wealth Advisors increased its Bank of New York Mellon (BNY) stake by 2% in Q2 2026, buying an estimated $6.43K and bringing the position to 2,436 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #195.
Moss Adams Wealth 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.
- Moss Adams Wealth Advisors held 2,436 shares of Bank of New York Mellon worth $352K as of Q2 2026.
- Moss Adams Wealth Advisors bought 47 Bank of New York Mellon shares in Q2 2026, an estimated $6.43K.
- Bank of New York Mellon made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #195 holding.
- Moss Adams Wealth 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 Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.