Robertson Stephens Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Robertson Stephens Wealth Management’s Portfolio BNY Stock Details BNY Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$260K	Sell
2025 Q4	$262K	Buy
2025 Q3	$229K	Buy
2025 Q1	–	Sell
2024 Q4	$211K	Sell
2024 Q3	$201K	Buy
2022 Q2	–	Sell
2022 Q1	$348K	Sell
2021 Q4	$411K	Buy