Stordahl Capital Management’s Bank of New York Mellon BNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$329K Buy
2,276
+31
+1% +$4.24K 0.06% 56
2026
Q1
$266K Hold
2,245
0.05% 56
2025
Q4
$261K Hold
2,245
0.05% 58
2025
Q3
$245K Buy
2,245
+39
+2% +$3.98K 0.05% 56
2025
Q2
$201K Buy
+2,206
New +$187K 0.04% 63

Other funds holding BNY

Stordahl Capital Management's BNY Position: Q2 2026 in Review

Stordahl Capital Management increased its Bank of New York Mellon (BNY) stake by 1.4% in Q2 2026, buying an estimated $4.24K and bringing the position to 2,276 shares worth $329K. The position accounts for 0.06% of the portfolio, ranked #56.

Stordahl Capital Management first reported a position in BNY in Q2 2025 and has held it in 5 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Stordahl Capital Management held 2,276 shares of Bank of New York Mellon worth $329K as of Q2 2026.
  • Stordahl Capital Management bought 31 Bank of New York Mellon shares in Q2 2026, an estimated $4.24K.
  • Bank of New York Mellon made up 0.06% of Stordahl Capital Management's portfolio in Q2 2026, its #56 holding.
  • Stordahl Capital Management first reported a position in Bank of New York Mellon in Q2 2025 and has held it in 5 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Stordahl Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.