Transamerica Financial Advisors’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
$191K Sell
1,321
-8,097
-86% -$1.11M 0.02% 431
2026
Q1
$1.12M Buy
9,418
+713
+8% +$84.8K 0.1% 199
2025
Q4
$1.01M Sell
8,705
-131
-1% -$14.5K 0.08% 197
2025
Q3
$963K Sell
8,836
-1,621
-16% -$165K 0.08% 174
2025
Q2
$953K Sell
10,457
-1,711
-14% -$145K 0.09% 155
2025
Q1
$1.02M Buy
12,168
+176
+1% +$14.8K 0.1% 149
2024
Q4
$922K Sell
11,992
-2,056
-15% -$159K 0.09% 161
2024
Q3
$1.01M Buy
+14,048
New +$924K 0.1% 150

Other funds holding BNY

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

Transamerica Financial Advisors reduced its Bank of New York Mellon (BNY) stake by 86% in Q2 2026, selling an estimated $1.11M and leaving 1,321 shares worth $191K. The position accounts for 0.02% of the portfolio, ranked #431.

Transamerica Financial Advisors first reported a position in BNY in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.12M in Q1 2026. 1,870 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Transamerica Financial Advisors held 1,321 shares of Bank of New York Mellon worth $191K as of Q2 2026.
  • Transamerica Financial Advisors sold 8,097 Bank of New York Mellon shares in Q2 2026, an estimated $1.11M.
  • Bank of New York Mellon made up 0.02% of Transamerica Financial Advisors's portfolio in Q2 2026, its #431 holding.
  • Transamerica Financial Advisors first reported a position in Bank of New York Mellon in Q3 2024 and has held it in 8 quarters since.
  • Transamerica Financial Advisors's Bank of New York Mellon position peaked at $1.12M in Q1 2026.
  • 1,870 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.