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Gradient Capital Advisors, LLC

SEC CIK
0001727917
Latest filing
Jul 13, 2026

BNY holding history

Bank of New York Mellon Corp in every 13F filed by Gradient Capital Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BNY overviewAll 13F holders of BNYFull Q2 2026 holdings

Shares (Q2 2026)
13,347
Value
$1.93M
% of portfolio
0.4%
Quarters held
4
Since Q3 2025
Holdings of BNY by Gradient Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,347$1.93M0.4%−48−0.4%ReducedHolders
Q1 202613,395$1.59M0.4%+53+0.4%AddedHolders
Q4 202513,342$1.55M0.4%+7,381+123.8%AddedHolders
Q3 20255,961$649.5K0.2%+5,961NewHolders