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Trinity Financial Advisors’s Bank of New York Mellon BK Stock Holding History

Trinity Financial Advisors’s Portfolio BK Stock Details BK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$293K Hold
3,211
– – 0.09% 75
2025
Q1 		$257K Hold
3,211
– – 0.09% 75
2024
Q4 		$249K Hold
3,211
– – 0.09% 71
2024
Q3 		$228K Buy
+3,211
New +$228K 0.1% 76