Verdad Advisers’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
$831K Sell
5,748
-3,203
-36% -$438K 0.8% 35
2026
Q1
$1.06M Sell
8,951
-5,810
-39% -$691K 1.2% 20
2025
Q4
$1.71M Buy
+14,761
New +$1.63M 1.96% 15
2024
Q2
Sell
-4,148
Closed -$239K 118
2024
Q1
$239K Buy
+4,148
New +$228K 0.26% 130

Other funds holding BNY

Verdad Advisers's BNY Position: Q2 2026 in Review

Verdad Advisers reduced its Bank of New York Mellon (BNY) stake by 36% in Q2 2026, selling an estimated $438K and leaving 5,748 shares worth $831K. The position accounts for 0.8% of the portfolio, ranked #35.

Verdad Advisers first reported a position in BNY in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.71M in Q4 2025. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Verdad Advisers held 5,748 shares of Bank of New York Mellon worth $831K as of Q2 2026.
  • Verdad Advisers sold 3,203 Bank of New York Mellon shares in Q2 2026, an estimated $438K.
  • Bank of New York Mellon made up 0.8% of Verdad Advisers's portfolio in Q2 2026, its #35 holding.
  • Verdad Advisers first reported a position in Bank of New York Mellon in Q1 2024 and has held it in 4 quarters since.
  • Verdad Advisers's Bank of New York Mellon position peaked at $1.71M in Q4 2025.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Verdad Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.