Richardson Financial Services’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
$407K Buy
2,815
+2,434
+639% +$333K 0.23% 96
2026
Q1
$45.1K Buy
381
+201
+112% +$23.9K 0.03% 309
2025
Q4
$20.9K Hold
180
0.01% 401
2025
Q3
$19.6K Buy
+180
New +$18.4K 0.01% 377
2025
Q2
Sell
-1,135
Closed -$95.2K 613
2025
Q1
$95.2K Buy
1,135
+100
+10% +$8.4K 0.07% 189
2024
Q4
$79.8K Buy
+1,035
New +$80K 0.06% 210

Other funds holding BNY

Richardson Financial Services's BNY Position: Q2 2026 in Review

Richardson Financial Services increased its Bank of New York Mellon (BNY) stake by 639% in Q2 2026, buying an estimated $333K and bringing the position to 2,815 shares worth $407K. The position accounts for 0.23% of the portfolio, ranked #96.

Richardson Financial Services first reported a position in BNY in Q4 2024 and has held it in 6 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Richardson Financial Services held 2,815 shares of Bank of New York Mellon worth $407K as of Q2 2026.
  • Richardson Financial Services bought 2,434 Bank of New York Mellon shares in Q2 2026, an estimated $333K.
  • Bank of New York Mellon made up 0.23% of Richardson Financial Services's portfolio in Q2 2026, its #96 holding.
  • Richardson Financial Services first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 6 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.