Revisor Wealth Management’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
$560K Sell
3,872
-186
-5% -$25.4K 0.13% 171
2026
Q1
$481K Sell
4,058
-748
-16% -$89K 0.13% 168
2025
Q4
$568K Buy
4,806
+2,383
+98% +$264K 0.15% 155
2025
Q3
$259K Sell
2,423
-268
-10% -$27.3K 0.09% 231
2025
Q2
$252K Buy
+2,691
New +$229K 0.09% 239

Other funds holding BNY

Revisor Wealth Management's BNY Position: Q2 2026 in Review

Revisor Wealth Management reduced its Bank of New York Mellon (BNY) stake by 4.6% in Q2 2026, selling an estimated $25.4K and leaving 3,872 shares worth $560K. The position accounts for 0.13% of the portfolio, ranked #171.

Revisor Wealth Management first reported a position in BNY in Q2 2025 and has held it in 5 quarters since. The position peaked at $568K in Q4 2025. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Revisor Wealth Management held 3,872 shares of Bank of New York Mellon worth $560K as of Q2 2026.
  • Revisor Wealth Management sold 186 Bank of New York Mellon shares in Q2 2026, an estimated $25.4K.
  • Bank of New York Mellon made up 0.13% of Revisor Wealth Management's portfolio in Q2 2026, its #171 holding.
  • Revisor Wealth Management first reported a position in Bank of New York Mellon in Q2 2025 and has held it in 5 quarters since.
  • Revisor Wealth Management's Bank of New York Mellon position peaked at $568K in Q4 2025.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.