Resonant Capital 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
$778K Sell
5,382
-689
-11% -$94.2K 0.04% 222
2026
Q1
$720K Buy
6,071
+277
+5% +$32.9K 0.04% 213
2025
Q4
$673K Buy
5,794
+50
+0.9% +$5.53K 0.04% 210
2025
Q3
$626K Buy
5,744
+190
+3% +$19.4K 0.04% 220
2025
Q2
$506K Buy
5,554
+508
+10% +$43.1K 0.03% 240
2025
Q1
$423K Buy
5,046
+400
+9% +$33.6K 0.03% 233
2024
Q4
$357K Buy
4,646
+162
+4% +$12.5K 0.03% 244
2024
Q3
$322K Buy
4,484
+256
+6% +$16.8K 0.02% 269
2024
Q2
$253K Buy
+4,228
New +$245K 0.02% 302

Other funds holding BNY

Resonant Capital Advisors's BNY Position: Q2 2026 in Review

Resonant Capital Advisors reduced its Bank of New York Mellon (BNY) stake by 11% in Q2 2026, selling an estimated $94.2K and leaving 5,382 shares worth $778K. The position accounts for 0.04% of the portfolio, ranked #222.

Resonant Capital Advisors first reported a position in BNY in Q2 2024 and has held it in 9 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Resonant Capital Advisors held 5,382 shares of Bank of New York Mellon worth $778K as of Q2 2026.
  • Resonant Capital Advisors sold 689 Bank of New York Mellon shares in Q2 2026, an estimated $94.2K.
  • Bank of New York Mellon made up 0.04% of Resonant Capital Advisors's portfolio in Q2 2026, its #222 holding.
  • Resonant Capital Advisors first reported a position in Bank of New York Mellon in Q2 2024 and has held it in 9 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.