Wellspring Financial Advisors’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Wellspring Financial Advisors's BNY Position: Q2 2026 in Review
Wellspring Financial Advisors reduced its Bank of New York Mellon (BNY) stake by 22% in Q2 2026, selling an estimated $85.9K and leaving 2,283 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #211.
Wellspring Financial Advisors first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. The position peaked at $345K in Q1 2026. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Wellspring Financial Advisors held 2,283 shares of Bank of New York Mellon worth $330K as of Q2 2026.
- Wellspring Financial Advisors sold 628 Bank of New York Mellon shares in Q2 2026, an estimated $85.9K.
- Bank of New York Mellon made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #211 holding.
- Wellspring Financial Advisors first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
- Wellspring Financial Advisors's Bank of New York Mellon position peaked at $345K in Q1 2026.
- 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.