Westfuller 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
$774K Sell
5,350
-433
-7% -$59.2K 0.28% 69
2026
Q1
$686K Buy
5,783
+20
+0.3% +$2.38K 0.3% 66
2025
Q4
$669K Sell
5,763
-370
-6% -$40.9K 0.27% 71
2025
Q3
$668K Buy
+6,133
New +$625K 0.3% 68

Other funds holding BNY

Westfuller Advisors's BNY Position: Q2 2026 in Review

Westfuller Advisors reduced its Bank of New York Mellon (BNY) stake by 7.5% in Q2 2026, selling an estimated $59.2K and leaving 5,350 shares worth $774K. The position accounts for 0.28% of the portfolio, ranked #69.

Westfuller Advisors first reported a position in BNY in Q3 2025 and has held it in 4 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Westfuller Advisors held 5,350 shares of Bank of New York Mellon worth $774K as of Q2 2026.
  • Westfuller Advisors sold 433 Bank of New York Mellon shares in Q2 2026, an estimated $59.2K.
  • Bank of New York Mellon made up 0.28% of Westfuller Advisors's portfolio in Q2 2026, its #69 holding.
  • Westfuller Advisors first reported a position in Bank of New York Mellon in Q3 2025 and has held it in 4 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.