Principia Wealth Advisory’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Principia Wealth Advisory's BNY Position: Q4 2025 in Review
Principia Wealth Advisory increased its Bank of New York Mellon (BNY) stake by 13% in Q4 2025, buying an estimated $553 and bringing the position to 44 shares worth $5.11K. The position accounts for ﹤0.01% of the portfolio, ranked #271.
Principia Wealth Advisory first reported a position in BNY in Q4 2024 and has held it in 5 quarters since. 1,758 funds tracked by Wall St. Rank hold BNY as of Q4 2025.
- Principia Wealth Advisory held 44 shares of Bank of New York Mellon worth $5.11K as of Q4 2025.
- Principia Wealth Advisory bought 5 Bank of New York Mellon shares in Q4 2025, an estimated $553.
- Bank of New York Mellon made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #271 holding.
- Principia Wealth Advisory first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 5 quarters since.
- 1,758 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2025.
Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.