Robertson Stephens Wealth Management’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Robertson Stephens Wealth Management's BNY Position: Q2 2026 in Review
Robertson Stephens Wealth Management reduced its Bank of New York Mellon (BNY) stake by 3.8% in Q2 2026, selling an estimated $11.5K and leaving 2,109 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #521.
Robertson Stephens Wealth Management first reported a position in BNY in Q4 2021 and has held it in 8 quarters since. The position peaked at $411K in Q4 2021. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Robertson Stephens Wealth Management held 2,109 shares of Bank of New York Mellon worth $305K as of Q2 2026.
- Robertson Stephens Wealth Management sold 84 Bank of New York Mellon shares in Q2 2026, an estimated $11.5K.
- Bank of New York Mellon made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #521 holding.
- Robertson Stephens Wealth Management first reported a position in Bank of New York Mellon in Q4 2021 and has held it in 8 quarters since.
- Robertson Stephens Wealth Management's Bank of New York Mellon position peaked at $411K in Q4 2021.
- 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.