CFS 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
$503K Sell
3,428
-13
-0.4% -$1.78K 0.03% 251
2026
Q1
$465K Buy
3,441
+149
+5% +$17.7K 0.03% 255
2025
Q4
$382K Buy
3,292
+94
+3% +$10.4K 0.03% 261
2025
Q3
$345K Buy
3,198
+154
+5% +$15.7K 0.03% 272
2025
Q2
$277K Buy
3,044
+137
+5% +$11.6K 0.02% 281
2025
Q1
$244K Sell
2,907
-5
-0.2% -$420 0.02% 282
2024
Q4
$224K Sell
2,912
-159
-5% -$12.3K 0.02% 281
2024
Q3
$221K Buy
+3,071
New +$202K 0.02% 285

Other funds holding BNY

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

CFS Investment Advisory Services reduced its Bank of New York Mellon (BNY) stake by 0.38% in Q2 2026, selling an estimated $1.78K and leaving 3,428 shares worth $503K. The position accounts for 0.03% of the portfolio, ranked #251.

CFS Investment Advisory Services first reported a position in BNY in Q3 2024 and has held it in 8 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • CFS Investment Advisory Services held 3,428 shares of Bank of New York Mellon worth $503K as of Q2 2026.
  • CFS Investment Advisory Services sold 13 Bank of New York Mellon shares in Q2 2026, an estimated $1.78K.
  • Bank of New York Mellon made up 0.03% of CFS Investment Advisory Services's portfolio in Q2 2026, its #251 holding.
  • CFS Investment Advisory Services first reported a position in Bank of New York Mellon in Q3 2024 and has held it in 8 quarters since.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.