TRB Wealth Management’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
TRB Wealth Management's BNY Position: Q2 2026 in Review
TRB Wealth Management increased its Bank of New York Mellon (BNY) stake by 3.3% in Q2 2026, buying an estimated $10.3K and bringing the position to 2,335 shares worth $338K. The position accounts for 0.04% of the portfolio, ranked #192.
TRB Wealth Management first reported a position in BNY in Q1 2026 and has held it in 2 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- TRB Wealth Management held 2,335 shares of Bank of New York Mellon worth $338K as of Q2 2026.
- TRB Wealth Management bought 75 Bank of New York Mellon shares in Q2 2026, an estimated $10.3K.
- Bank of New York Mellon made up 0.04% of TRB Wealth Management's portfolio in Q2 2026, its #192 holding.
- TRB Wealth Management first reported a position in Bank of New York Mellon in Q1 2026 and has held it in 2 quarters since.
- 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.