Pure Financial 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
$439K Buy
3,036
+102
+3% +$13.9K 0.01% 403
2026
Q1
$348K Buy
2,934
+414
+16% +$49.2K 0.01% 418
2025
Q4
$293K Buy
2,520
+228
+10% +$25.2K ﹤0.01% 423
2025
Q3
$250K Buy
+2,292
New +$234K ﹤0.01% 436

Other funds holding BNY

Pure Financial Advisors's BNY Position: Q2 2026 in Review

Pure Financial Advisors increased its Bank of New York Mellon (BNY) stake by 3.5% in Q2 2026, buying an estimated $13.9K and bringing the position to 3,036 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #403.

Pure Financial Advisors first reported a position in BNY in Q3 2025 and has held it in 4 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Pure Financial Advisors held 3,036 shares of Bank of New York Mellon worth $439K as of Q2 2026.
  • Pure Financial Advisors bought 102 Bank of New York Mellon shares in Q2 2026, an estimated $13.9K.
  • Bank of New York Mellon made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #403 holding.
  • Pure Financial Advisors first reported a position in Bank of New York Mellon in Q3 2025 and has held it in 4 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.