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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$339K	Sell
2025 Q2	$293K	Hold
2025 Q1	$257K	Hold
2024 Q4	$249K	Hold
2024 Q3	$228K	Buy