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Livermore
Livermore
ZHEN

Trinity Financial Advisors LLC

SEC CIK
0001809574
Latest filing
Jul 6, 2026

BNY holding history

Bank of New York Mellon Corp in every 13F filed by Trinity Financial 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)
3,111
Value
$449.9K
% of portfolio
0.1%
Quarters held
8
Since Q3 2024
Holdings of BNY by Trinity Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,111$449.9K0.1%00.0%UnchangedHolders
Q1 20263,111$369.1K0.1%00.0%UnchangedHolders
Q4 20253,111$361.2K0.1%00.0%UnchangedHolders
Q3 20253,111$339.0K0.1%−100−3.1%ReducedHolders
Q2 20253,211$292.6K0.1%00.0%UnchangedHolders
Q1 20253,211$256.6K0.1%00.0%UnchangedHolders
Q4 20243,211$248.6K0.1%00.0%UnchangedHolders
Q3 20243,211$227.6K0.1%+3,211NewHolders