Wealthstar 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
$1.66M Sell
11,485
-1,054
-8% -$144K 0.48% 37
2026
Q1
$1.49M Buy
12,539
+7,051
+128% +$839K 0.7% 28
2025
Q4
$637K Buy
5,488
+25
+0.5% +$2.77K 0.28% 69
2025
Q3
$595K Sell
5,463
-1,478
-21% -$151K 0.23% 84
2025
Q2
$632K Sell
6,941
-51
-0.7% -$4.33K 0.24% 85
2025
Q1
$586K Buy
+6,992
New +$588K 0.27% 83

Other funds holding BNY

Wealthstar Advisors's BNY Position: Q2 2026 in Review

Wealthstar Advisors reduced its Bank of New York Mellon (BNY) stake by 8.4% in Q2 2026, selling an estimated $144K and leaving 11,485 shares worth $1.66M. The position accounts for 0.48% of the portfolio, ranked #37.

Wealthstar Advisors first reported a position in BNY in Q1 2025 and has held it in 6 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Wealthstar Advisors held 11,485 shares of Bank of New York Mellon worth $1.66M as of Q2 2026.
  • Wealthstar Advisors sold 1,054 Bank of New York Mellon shares in Q2 2026, an estimated $144K.
  • Bank of New York Mellon made up 0.48% of Wealthstar Advisors's portfolio in Q2 2026, its #37 holding.
  • Wealthstar Advisors first reported a position in Bank of New York Mellon in Q1 2025 and has held it in 6 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.