Aptus Capital Advisors’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
$1.35M Buy
9,250
+58
+0.6% +$7.93K 0.01% 573
2026
Q1
$1.09M Sell
9,192
-2,806
-23% -$334K 0.01% 564
2025
Q4
$1.39M Buy
11,998
+506
+4% +$56K 0.01% 512
2025
Q3
$1.25M Buy
11,492
+87
+0.8% +$8.87K 0.01% 514
2025
Q2
$1.04M Buy
11,405
+2,863
+34% +$243K 0.01% 530
2025
Q1
$716K Buy
8,542
+280
+3% +$23.5K 0.01% 569
2024
Q4
$635K Buy
8,262
+1,597
+24% +$123K 0.01% 575
2024
Q3
$479K Buy
6,665
+271
+4% +$17.8K 0.01% 547
2024
Q2
$383K Buy
6,394
+412
+7% +$23.8K 0.01% 563
2024
Q1
$345K Buy
5,982
+1,901
+47% +$105K 0.01% 595
2023
Q4
$212K Buy
+4,081
New +$188K 0.01% 540

Other funds holding BNY

Aptus Capital Advisors's BNY Position: Q2 2026 in Review

Aptus Capital Advisors increased its Bank of New York Mellon (BNY) stake by 0.63% in Q2 2026, buying an estimated $7.93K and bringing the position to 9,250 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #573.

Aptus Capital Advisors first reported a position in BNY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.39M in Q4 2025. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Aptus Capital Advisors held 9,250 shares of Bank of New York Mellon worth $1.35M as of Q2 2026.
  • Aptus Capital Advisors bought 58 Bank of New York Mellon shares in Q2 2026, an estimated $7.93K.
  • Bank of New York Mellon made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #573 holding.
  • Aptus Capital Advisors first reported a position in Bank of New York Mellon in Q4 2023 and has held it in 11 quarters since.
  • Aptus Capital Advisors's Bank of New York Mellon position peaked at $1.39M in Q4 2025.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.