Opal Wealth 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
Sell
-381
Closed -$45.2K 270
2026
Q1
$45.2K Buy
+381
New +$45.3K 0.01% 424
2025
Q3
Sell
-302
Closed -$27.5K 238
2025
Q2
$27.5K Hold
302
0.01% 495
2025
Q1
$25.3K Buy
+302
New +$25.4K 0.01% 481
2024
Q3
Sell
-405
Closed -$24.3K 306
2024
Q2
$24.3K Buy
+405
New +$23.4K 0.01% 462

Other funds holding BNY

Opal Wealth Advisors's BNY Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Bank of New York Mellon (BNY) in Q2 2026, closing a stake of 381 shares — an estimated $45.2K sold.

Opal Wealth Advisors first reported a position in BNY in Q2 2024 and held it in 4 quarters. The position peaked at $45.2K in Q1 2026. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Bank of New York Mellon position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 381 Bank of New York Mellon shares in Q2 2026, an estimated $45.2K.
  • Opal Wealth Advisors first reported a position in Bank of New York Mellon in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Bank of New York Mellon position peaked at $45.2K in Q1 2026.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.