Twin Peaks Wealth Advisors’s Bank of New York Mellon BNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-804
Closed -$95.3K 469
2026
Q1
$95.3K Buy
+804
New +$95.6K 0.02% 302
2025
Q3
Sell
-569
Closed -$58.9K 406
2025
Q2
$58.9K Buy
+569
New +$48.3K 0.02% 317

Other funds holding BNY

Twin Peaks Wealth Advisors's BNY Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Bank of New York Mellon (BNY) in Q2 2026, closing a stake of 804 shares — an estimated $95.3K sold.

Twin Peaks Wealth Advisors first reported a position in BNY in Q2 2025 and held it in 2 quarters. The position peaked at $95.3K in Q1 2026. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Bank of New York Mellon position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 804 Bank of New York Mellon shares in Q2 2026, an estimated $95.3K.
  • Twin Peaks Wealth Advisors first reported a position in Bank of New York Mellon in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Bank of New York Mellon position peaked at $95.3K in Q1 2026.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.