Advisornet Financial’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 | $5.41M | Sell |
37,431
-1,576
| -4% | -$215K | 0.25% | 86 |
|
|
2026
Q1 | $4.63M | Sell |
39,007
-2,484
| -6% | -$295K | 0.24% | 87 |
|
|
2025
Q4 | $4.82M | Sell |
41,491
-453
| -1% | -$50.1K | 0.26% | 84 |
|
|
2025
Q3 | $4.57M | Sell |
41,944
-1,206
| -3% | -$123K | 0.26% | 81 |
|
|
2025
Q2 | $3.93M | Buy |
43,150
+68
| +0.2% | +$5.77K | 0.25% | 78 |
|
|
2025
Q1 | $3.61M | Sell |
43,082
-1,725
| -4% | -$145K | 0.27% | 80 |
|
|
2024
Q4 | $3.44M | Sell |
44,807
-3,903
| -8% | -$302K | 0.29% | 82 |
|
|
2024
Q3 | $3.5M | Buy |
48,710
+201
| +0.4% | +$13.2K | 0.26% | 90 |
|
|
2024
Q2 | $2.91M | Buy |
48,509
+118
| +0.2% | +$6.83K | 0.26% | 94 |
|
|
2024
Q1 | $2.79M | Sell |
48,391
-32
| -0.1% | -$1.76K | 0.27% | 91 |
|
|
2023
Q4 | $2.52M | Buy |
48,423
+1,057
| +2% | +$48.7K | 0.23% | 107 |
|
|
2023
Q3 | $2.02M | Sell |
47,366
-2,784
| -6% | -$124K | 0.18% | 119 |
|
|
2023
Q2 | $2.23M | Sell |
50,150
-334
| -0.7% | -$14.3K | 0.19% | 125 |
|
|
2023
Q1 | $2.29M | Sell |
50,484
-460
| -0.9% | -$22.3K | 0.21% | 113 |
|
|
2022
Q4 | $2.32M | Buy |
50,944
+420
| +0.8% | +$18K | 0.23% | 104 |
|
|
2022
Q3 | $1.95M | Sell |
50,524
-596
| -1% | -$25.4K | 0.19% | 122 |
|
|
2022
Q2 | $2.13M | Buy |
51,120
+4,452
| +10% | +$198K | 0.21% | 117 |
|
|
2022
Q1 | $2.32M | Buy |
46,668
+1,022
| +2% | +$58.1K | 0.14% | 142 |
|
|
2021
Q4 | $2.65M | Buy |
45,646
+414
| +0.9% | +$23.8K | 0.16% | 122 |
|
|
2021
Q3 | $2.35M | Sell |
45,232
-661
| -1% | -$34.4K | 0.16% | 123 |
|
|
2021
Q2 | $2.35M | Sell |
45,893
-539
| -1% | -$27K | 0.16% | 136 |
|
|
2021
Q1 | $2.2M | Buy |
46,432
+1,720
| +4% | +$75.7K | 0.16% | 142 |
|
|
2020
Q4 | $1.9M | Sell |
44,712
-4,274
| -9% | -$164K | 0.15% | 141 |
|
|
2020
Q3 | $1.68M | Buy |
48,986
+3,853
| +9% | +$140K | 0.14% | 151 |
|
|
2020
Q2 | $1.74M | Buy |
45,133
+4,991
| +12% | +$183K | 0.14% | 150 |
|
|
2020
Q1 | $1.35M | Buy |
40,142
+6,421
| +19% | +$270K | 0.12% | 150 |
|
|
2019
Q4 | $1.7M | Sell |
33,721
-562
| -2% | -$26.8K | 0.14% | 142 |
|
|
2019
Q3 | $1.55M | Buy |
34,283
+4,009
| +13% | +$178K | 0.14% | 146 |
|
|
2019
Q2 | $1.34M | Sell |
30,274
-1,660
| -5% | -$78K | 0.15% | 139 |
|
|
2019
Q1 | $1.61M | Buy |
31,934
+2,543
| +9% | +$131K | 0.2% | 116 |
|
|
2018
Q4 | $1.38M | Buy |
29,391
+3,962
| +16% | +$192K | 0.19% | 114 |
|
|
2018
Q3 | $1.3M | Buy |
25,429
+3,190
| +14% | +$168K | 0.16% | 128 |
|
|
2018
Q2 | $1.2M | Buy |
22,239
+4,005
| +22% | +$221K | 0.16% | 123 |
|
|
2018
Q1 | $940K | Buy |
18,234
+17,529
| +2,486% | +$975K | 0.13% | 141 |
|
|
2017
Q4 | $38K | Buy |
+705
| New | +$37.6K | 0.01% | 709 |
|
Other funds holding BNY
Advisornet Financial's BNY Position: Q2 2026 in Review
Advisornet Financial reduced its Bank of New York Mellon (BNY) stake by 4% in Q2 2026, selling an estimated $215K and leaving 37,431 shares worth $5.41M. The position accounts for 0.25% of the portfolio, ranked #86.
Advisornet Financial first reported a position in BNY in Q4 2017 and has held it in 35 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Advisornet Financial held 37,431 shares of Bank of New York Mellon worth $5.41M as of Q2 2026.
- Advisornet Financial sold 1,576 Bank of New York Mellon shares in Q2 2026, an estimated $215K.
- Bank of New York Mellon made up 0.25% of Advisornet Financial's portfolio in Q2 2026, its #86 holding.
- Advisornet Financial first reported a position in Bank of New York Mellon in Q4 2017 and has held it in 35 quarters since.
- 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.