Quantum Financial Advisors’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Quantum Financial Advisors's BNY Position: Q2 2026 in Review
Quantum Financial Advisors reduced its Bank of New York Mellon (BNY) stake by 1.5% in Q2 2026, selling an estimated $4.1K and leaving 2,004 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #183.
Quantum Financial 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.
- Quantum Financial Advisors held 2,004 shares of Bank of New York Mellon worth $290K as of Q2 2026.
- Quantum Financial Advisors sold 30 Bank of New York Mellon shares in Q2 2026, an estimated $4.1K.
- Bank of New York Mellon made up 0.03% of Quantum Financial Advisors's portfolio in Q2 2026, its #183 holding.
- Quantum Financial 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 Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.