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

Trinity 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 Q3	$417K	Sell	2,881 -230	-7%	-$36.1K	0.11%	62
2026 Q2	$450K	Hold	3,111	–	–	0.12%	62
2026 Q1	$369K	Hold	3,111	–	–	0.11%	67
2025 Q4	$361K	Hold	3,111	–	–	0.1%	67
2025 Q3	$339K	Sell	3,111 -100	-3%	-$10.2K	0.1%	71
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	+$211K	0.1%	76

Other funds holding BNY

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Trinity Financial Advisors's BNY Position: Q3 2026 in Review

Trinity Financial Advisors reduced its Bank of New York Mellon (BNY) stake by 7.4% in Q3 2026, selling an estimated $36.1K and leaving 2,881 shares worth $417K. The position accounts for 0.11% of the portfolio, ranked #62.

Trinity Financial Advisors first reported a position in BNY in Q3 2024 and has held it in 9 quarters since. The position peaked at $450K in Q2 2026. 1,176 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

Trinity Financial Advisors held 2,881 shares of Bank of New York Mellon worth $417K as of Q3 2026.
Trinity Financial Advisors sold 230 Bank of New York Mellon shares in Q3 2026, an estimated $36.1K.
Bank of New York Mellon made up 0.11% of Trinity Financial Advisors's portfolio in Q3 2026, its #62 holding.
Trinity Financial Advisors first reported a position in Bank of New York Mellon in Q3 2024 and has held it in 9 quarters since.
Trinity Financial Advisors's Bank of New York Mellon position peaked at $450K in Q2 2026.
1,176 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.