VSM Wealth Advisory’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
$9.69K Hold
67
﹤0.01% 366
2026
Q1
$7.95K Hold
67
﹤0.01% 384
2025
Q4
$7.78K Buy
+67
New +$7.41K ﹤0.01% 354
2025
Q3
Sell
-67
Closed -$6.1K 447
2025
Q2
$6.1K Buy
+67
New +$5.69K ﹤0.01% 416

Other funds holding BNY

VSM Wealth Advisory's BNY Position: Q2 2026 in Review

VSM Wealth Advisory held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 67 shares worth $9.69K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

VSM Wealth Advisory first reported a position in BNY in Q2 2025 and has held it in 4 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • VSM Wealth Advisory held 67 shares of Bank of New York Mellon worth $9.69K as of Q2 2026.
  • VSM Wealth Advisory left its Bank of New York Mellon share count unchanged in Q2 2026.
  • Bank of New York Mellon made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #366 holding.
  • VSM Wealth Advisory first reported a position in Bank of New York Mellon in Q2 2025 and has held it in 4 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.