Teamwork Financial Advisors’s Bank of New York Mellon BNY Stock Holding History

Teamwork Financial Advisors’s Portfolio BNY Stock Details BNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12M	Sell	82,715 -13,572	-14%	-$1.86M	1.09%	40
2026 Q1	$11.4M	Sell	96,287 -22,649	-19%	-$2.69M	1.21%	31
2025 Q4	$13.8M	Buy	118,936 +315	+0.3%	+$34.9K	1.39%	30
2025 Q3	$12.9M	Buy	118,621 +93,783	+378%	+$9.56M	1.33%	32
2025 Q2	$2.26M	Sell	24,838 -13,091	-35%	-$1.11M	0.26%	66
2025 Q1	$3.18M	Buy	37,929 +945	+3%	+$79.4K	0.42%	45
2024 Q4	$2.84M	Buy	+36,984	New	+$2.86M	0.37%	48

Other funds holding BNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Teamwork Financial Advisors's BNY Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its Bank of New York Mellon (BNY) stake by 14% in Q2 2026, selling an estimated $1.86M and leaving 82,715 shares worth $12M. The position accounts for 1.09% of the portfolio, ranked #40.

Teamwork Financial Advisors first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.8M in Q4 2025. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Teamwork Financial Advisors held 82,715 shares of Bank of New York Mellon worth $12M as of Q2 2026.
Teamwork Financial Advisors sold 13,572 Bank of New York Mellon shares in Q2 2026, an estimated $1.86M.
Bank of New York Mellon made up 1.09% of Teamwork Financial Advisors's portfolio in Q2 2026, its #40 holding.
Teamwork Financial Advisors first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
Teamwork Financial Advisors's Bank of New York Mellon position peaked at $13.8M in Q4 2025.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.