Valued Wealth Advisors’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Valued Wealth Advisors's BNY Position: Q2 2026 in Review
Valued Wealth Advisors increased its Bank of New York Mellon (BNY) stake by 6.4% in Q2 2026, buying an estimated $2.73K and bringing the position to 333 shares worth $48.2K. The position accounts for 0.02% of the portfolio, ranked #111.
Valued Wealth Advisors first reported a position in BNY in Q4 2023 and has held it in 11 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Valued Wealth Advisors held 333 shares of Bank of New York Mellon worth $48.2K as of Q2 2026.
- Valued Wealth Advisors bought 20 Bank of New York Mellon shares in Q2 2026, an estimated $2.73K.
- Bank of New York Mellon made up 0.02% of Valued Wealth Advisors's portfolio in Q2 2026, its #111 holding.
- Valued Wealth Advisors first reported a position in Bank of New York Mellon in Q4 2023 and has held it in 11 quarters since.
- 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.