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Livermore
Livermore
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Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

BNY holding history

Bank of New York Mellon Corp in every 13F filed by Beacon Pointe 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)
16,232
Value
$2.35M
% of portfolio
<0.1%
Quarters held
21
Since Q2 2021
Holdings of BNY by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,232$2.35M<0.1%−1,653−9.2%ReducedHolders
Q1 202617,885$2.12M<0.1%+5,256+41.6%AddedHolders
Q4 202512,629$1.47M<0.1%−3,583−22.1%ReducedHolders
Q3 202516,212$1.77M<0.1%+2,628+19.3%AddedHolders
Q2 202513,584$1.24M<0.1%−243−1.8%ReducedHolders
Q1 202513,827$1.16M<0.1%+251+1.8%AddedHolders
Q4 202413,576$1.04M<0.1%+4,528+50.0%AddedHolders
Q3 20249,048$650.2K<0.1%−788−8.0%ReducedHolders
Q2 20249,836$589.1K<0.1%−8,113−45.2%ReducedHolders
Q1 202417,949$1.03M<0.1%+7,943+79.4%AddedHolders
Q4 202310,006$520.8K<0.1%−352−3.4%ReducedHolders
Q3 202310,358$441.8K<0.1%+1,631+18.7%AddedHolders
Q2 20238,727$388.6K<0.1%−794−8.3%ReducedHolders
Q1 20239,521$432.7K<0.1%+913+10.6%AddedHolders
Q4 20228,608$391.9K<0.1%−386−4.3%ReducedHolders
Q3 20228,994$344.0K<0.1%−829−8.4%ReducedHolders
Q2 20229,823$407.0K<0.1%−8,139−45.3%ReducedHolders
Q1 202217,962$891.0K<0.1%+11,376+172.7%AddedHolders
Q4 20216,586$383.0K<0.1%−1,829−21.7%ReducedHolders
Q3 20218,415$436.0K<0.1%+3,858+84.7%AddedHolders
Q2 20214,557$233.0K<0.1%+4,557NewHolders