Capital Investment Advisory Services’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
$298K Buy
2,059
+19
+0.9% +$2.6K 0.02% 585
2026
Q1
$242K Buy
2,040
+105
+5% +$12.5K 0.02% 575
2025
Q4
$225K Sell
1,935
-52
-3% -$5.75K 0.02% 575
2025
Q3
$216K Buy
+1,987
New +$203K 0.02% 563

Other funds holding BNY

Capital Investment Advisory Services's BNY Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Bank of New York Mellon (BNY) stake by 0.93% in Q2 2026, buying an estimated $2.6K and bringing the position to 2,059 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #585.

Capital Investment Advisory Services first reported a position in BNY in Q3 2025 and has held it in 4 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Capital Investment Advisory Services held 2,059 shares of Bank of New York Mellon worth $298K as of Q2 2026.
  • Capital Investment Advisory Services bought 19 Bank of New York Mellon shares in Q2 2026, an estimated $2.6K.
  • Bank of New York Mellon made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #585 holding.
  • Capital Investment Advisory Services first reported a position in Bank of New York Mellon in Q3 2025 and has held it in 4 quarters since.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.