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

True Link 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 Q2	–	Sell	-51	Closed	-$6.05K	–	131
2026 Q1	$6.05K	Buy	+51	New	+$6.07K	﹤0.01%	348
2021 Q4	–	Sell	-54	Closed	-$3K	–	760
2021 Q3	$3K	Hold	54	–	–	﹤0.01%	705
2021 Q2	$3K	Buy	+54	New	+$2.7K	﹤0.01%	640

Other funds holding BNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

True Link Financial Advisors's BNY Position: Q2 2026 in Review

True Link Financial Advisors sold out of Bank of New York Mellon (BNY) in Q2 2026, closing a stake of 51 shares — an estimated $6.05K sold.

True Link Financial Advisors first reported a position in BNY in Q2 2021 and held it in 3 quarters. The position peaked at $6.05K in Q1 2026. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

True Link Financial Advisors reported no remaining Bank of New York Mellon position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 51 Bank of New York Mellon shares in Q2 2026, an estimated $6.05K.
True Link Financial Advisors first reported a position in Bank of New York Mellon in Q2 2021 and held it in 3 quarters.
True Link Financial Advisors's Bank of New York Mellon position peaked at $6.05K in Q1 2026.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.