SPWM Advisors’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
SPWM Advisors's BNY Position: Q2 2026 in Review
SPWM Advisors reduced its Bank of New York Mellon (BNY) stake by 20% in Q2 2026, selling an estimated $128K and leaving 3,736 shares worth $587K. The position accounts for 0.54% of the portfolio, ranked #36.
SPWM Advisors first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. The position peaked at $653K in Q4 2025. 1,874 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- SPWM Advisors held 3,736 shares of Bank of New York Mellon worth $587K as of Q2 2026.
- SPWM Advisors sold 934 Bank of New York Mellon shares in Q2 2026, an estimated $128K.
- Bank of New York Mellon made up 0.54% of SPWM Advisors's portfolio in Q2 2026, its #36 holding.
- SPWM Advisors first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
- SPWM Advisors's Bank of New York Mellon position peaked at $653K in Q4 2025.
- 1,874 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on SPWM Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.