Advyzon Investment Management’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
$650K Buy
4,494
+76
+2% +$10.4K 0.05% 391
2026
Q1
$524K Buy
4,418
+1,407
+47% +$167K 0.05% 380
2025
Q4
$350K Buy
+3,011
New +$333K 0.04% 407

Other funds holding BNY

Advyzon Investment Management's BNY Position: Q2 2026 in Review

Advyzon Investment Management increased its Bank of New York Mellon (BNY) stake by 1.7% in Q2 2026, buying an estimated $10.4K and bringing the position to 4,494 shares worth $650K. The position accounts for 0.05% of the portfolio, ranked #391.

Advyzon Investment Management first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Advyzon Investment Management held 4,494 shares of Bank of New York Mellon worth $650K as of Q2 2026.
  • Advyzon Investment Management bought 76 Bank of New York Mellon shares in Q2 2026, an estimated $10.4K.
  • Bank of New York Mellon made up 0.05% of Advyzon Investment Management's portfolio in Q2 2026, its #391 holding.
  • Advyzon Investment Management first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.