Allied Investment Advisors
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Allied Investment Advisors’s Bank of New York Mellon BNY Stock Holding History

Allied Investment Advisors’s Portfolio BNY Stock Details BNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$214K Hold
1,480
– – 0.02% 107
2026
Q2 		$214K Buy
+1,480
New +$202K 0.03% 105

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Allied Investment Advisors's BNY Position: Q3 2026 in Review

Allied Investment Advisors held its Bank of New York Mellon (BNY) position steady in Q3 2026 at 1,480 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #107.

Allied Investment Advisors first reported a position in BNY in Q2 2026 and has held it in 2 quarters since. 293 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • Allied Investment Advisors held 1,480 shares of Bank of New York Mellon worth $214K as of Q3 2026.
  • Allied Investment Advisors left its Bank of New York Mellon share count unchanged in Q3 2026.
  • Bank of New York Mellon made up 0.02% of Allied Investment Advisors's portfolio in Q3 2026, its #107 holding.
  • Allied Investment Advisors first reported a position in Bank of New York Mellon in Q2 2026 and has held it in 2 quarters since.
  • 293 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Allied Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.