Secured Retirement Advisors’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Secured Retirement Advisors's BNY Position: Q2 2026 in Review
Secured Retirement Advisors reduced its Bank of New York Mellon (BNY) stake by 47% in Q2 2026, selling an estimated $1.31M and leaving 10,700 shares worth $1.55M. The position accounts for 0.79% of the portfolio, ranked #47.
Secured Retirement Advisors first reported a position in BNY in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.4M in Q1 2026. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Secured Retirement Advisors held 10,700 shares of Bank of New York Mellon worth $1.55M as of Q2 2026.
- Secured Retirement Advisors sold 9,565 Bank of New York Mellon shares in Q2 2026, an estimated $1.31M.
- Bank of New York Mellon made up 0.79% of Secured Retirement Advisors's portfolio in Q2 2026, its #47 holding.
- Secured Retirement Advisors first reported a position in Bank of New York Mellon in Q1 2025 and has held it in 6 quarters since.
- Secured Retirement Advisors's Bank of New York Mellon position peaked at $2.4M in Q1 2026.
- 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.