Occidental Asset Management’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Occidental Asset Management's BNY Position: Q2 2026 in Review
Occidental Asset Management increased its Bank of New York Mellon (BNY) stake by 3.5% in Q2 2026, buying an estimated $8.34K and bringing the position to 1,826 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #257.
Occidental Asset Management first reported a position in BNY in Q2 2025 and has held it in 5 quarters since. The position peaked at $267K in Q4 2025. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Occidental Asset Management held 1,826 shares of Bank of New York Mellon worth $264K as of Q2 2026.
- Occidental Asset Management bought 61 Bank of New York Mellon shares in Q2 2026, an estimated $8.34K.
- Bank of New York Mellon made up 0.03% of Occidental Asset Management's portfolio in Q2 2026, its #257 holding.
- Occidental Asset Management first reported a position in Bank of New York Mellon in Q2 2025 and has held it in 5 quarters since.
- Occidental Asset Management's Bank of New York Mellon position peaked at $267K in Q4 2025.
- 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.