Ritter Daniher Financial Advisory’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
$606K Sell
4,189
-68
-2% -$9.3K 0.09% 95
2026
Q1
$505K Sell
4,257
-152
-3% -$18.1K 0.09% 102
2025
Q4
$512K Buy
4,409
+57
+1% +$6.31K 0.09% 98
2025
Q3
$474K Buy
+4,352
New +$444K 0.08% 103

Other funds holding BNY

Ritter Daniher Financial Advisory's BNY Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Bank of New York Mellon (BNY) stake by 1.6% in Q2 2026, selling an estimated $9.3K and leaving 4,189 shares worth $606K. The position accounts for 0.09% of the portfolio, ranked #95.

Ritter Daniher Financial Advisory 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.

  • Ritter Daniher Financial Advisory held 4,189 shares of Bank of New York Mellon worth $606K as of Q2 2026.
  • Ritter Daniher Financial Advisory sold 68 Bank of New York Mellon shares in Q2 2026, an estimated $9.3K.
  • Bank of New York Mellon made up 0.09% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #95 holding.
  • Ritter Daniher Financial Advisory 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 Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.