Sarver Vrooman Wealth Advisors’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Sarver Vrooman Wealth Advisors's BNY Position: Q2 2026 in Review
Sarver Vrooman Wealth Advisors reduced its Bank of New York Mellon (BNY) stake by 1.2% in Q2 2026, selling an estimated $2.05K and leaving 1,229 shares worth $182K. The position accounts for 0.11% of the portfolio, ranked #24.
Sarver Vrooman Wealth Advisors first reported a position in BNY in Q1 2025 and has held it in 6 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Sarver Vrooman Wealth Advisors held 1,229 shares of Bank of New York Mellon worth $182K as of Q2 2026.
- Sarver Vrooman Wealth Advisors sold 15 Bank of New York Mellon shares in Q2 2026, an estimated $2.05K.
- Bank of New York Mellon made up 0.11% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #24 holding.
- Sarver Vrooman Wealth Advisors first reported a position in Bank of New York Mellon in Q1 2025 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 Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.