Turtle Creek Wealth Advisors’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Turtle Creek Wealth Advisors's BNY Position: Q2 2026 in Review
Turtle Creek Wealth Advisors increased its Bank of New York Mellon (BNY) stake by 3.3% in Q2 2026, buying an estimated $24.6K and bringing the position to 5,562 shares worth $804K. The position accounts for 0.04% of the portfolio, ranked #193.
Turtle Creek Wealth Advisors first reported a position in BNY in Q4 2023 and has held it in 6 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Turtle Creek Wealth Advisors held 5,562 shares of Bank of New York Mellon worth $804K as of Q2 2026.
- Turtle Creek Wealth Advisors bought 180 Bank of New York Mellon shares in Q2 2026, an estimated $24.6K.
- Bank of New York Mellon made up 0.04% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #193 holding.
- Turtle Creek Wealth Advisors first reported a position in Bank of New York Mellon in Q4 2023 and has held it in 6 quarters since.
- 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.