Western Financial Corp’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
$6.14M Buy
42,434
+1,214
+3% +$166K 1.8% 10
2026
Q1
$4.89M Buy
41,220
+9,247
+29% +$1.1M 1.91% 6
2025
Q4
$3.71M Buy
31,973
+22
+0.1% +$2.43K 1.47% 10
2025
Q3
$3.48M Buy
31,951
+6,335
+25% +$646K 1.52% 12
2025
Q2
$2.33M Buy
25,616
+349
+1% +$29.6K 1.25% 15
2025
Q1
$2.12M Buy
25,267
+20,813
+467% +$1.75M 1.23% 13
2024
Q4
$342K Buy
+4,454
New +$344K 0.19% 111

Other funds holding BNY

Western Financial Corp's BNY Position: Q2 2026 in Review

Western Financial Corp increased its Bank of New York Mellon (BNY) stake by 2.9% in Q2 2026, buying an estimated $166K and bringing the position to 42,434 shares worth $6.14M. The position accounts for 1.8% of the portfolio, ranked #10.

Western Financial Corp first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. 1,881 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Western Financial Corp held 42,434 shares of Bank of New York Mellon worth $6.14M as of Q2 2026.
  • Western Financial Corp bought 1,214 Bank of New York Mellon shares in Q2 2026, an estimated $166K.
  • Bank of New York Mellon made up 1.8% of Western Financial Corp's portfolio in Q2 2026, its #10 holding.
  • Western Financial Corp first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
  • 1,881 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.