Checchi Capital Advisers’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 | $1.16M | Sell |
8,029
-34
| -0.4% | -$4.65K | 0.05% | 193 |
|
|
2026
Q1 | $957K | Buy |
8,063
+860
| +12% | +$102K | 0.05% | 222 |
|
|
2025
Q4 | $836K | Sell |
7,203
-29
| -0.4% | -$3.21K | 0.04% | 228 |
|
|
2025
Q3 | $788K | Sell |
7,232
-558
| -7% | -$56.9K | 0.04% | 247 |
|
|
2025
Q2 | $710K | Sell |
7,790
-606
| -7% | -$51.5K | 0.04% | 271 |
|
|
2025
Q1 | $704K | Buy |
8,396
+125
| +2% | +$10.5K | 0.04% | 273 |
|
|
2024
Q4 | $635K | Sell |
8,271
-218
| -3% | -$16.9K | 0.04% | 275 |
|
|
2024
Q3 | $610K | Sell |
8,489
-31
| -0.4% | -$2.04K | 0.03% | 286 |
|
|
2024
Q2 | $510K | Buy |
8,520
+446
| +6% | +$25.8K | 0.03% | 315 |
|
|
2024
Q1 | $465K | Buy |
8,074
+228
| +3% | +$12.6K | 0.04% | 340 |
|
|
2023
Q4 | $408K | Buy |
7,846
+941
| +14% | +$43.3K | 0.03% | 353 |
|
|
2023
Q3 | $295K | Sell |
6,905
-340
| -5% | -$15.1K | 0.03% | 406 |
|
|
2023
Q2 | $323K | Sell |
7,245
-182
| -2% | -$7.81K | 0.03% | 408 |
|
|
2023
Q1 | $337K | Buy |
7,427
+19
| +0.3% | +$921 | 0.03% | 376 |
|
|
2022
Q4 | $337K | Sell |
7,408
-87
| -1% | -$3.73K | 0.04% | 360 |
|
|
2022
Q3 | $289K | Sell |
7,495
-344
| -4% | -$14.7K | 0.03% | 399 |
|
|
2022
Q2 | $341K | Sell |
7,839
-404
| -5% | -$18K | 0.03% | 386 |
|
|
2022
Q1 | $409K | Buy |
8,243
+907
| +12% | +$51.6K | 0.03% | 319 |
|
|
2021
Q4 | $426K | Buy |
7,336
+405
| +6% | +$23.3K | 0.04% | 299 |
|
|
2021
Q3 | $359K | Buy |
6,931
+98
| +1% | +$5.09K | 0.04% | 313 |
|
|
2021
Q2 | $350K | Sell |
6,833
-91
| -1% | -$4.55K | 0.03% | 323 |
|
|
2021
Q1 | $327K | Buy |
6,924
+384
| +6% | +$16.9K | 0.03% | 328 |
|
|
2020
Q4 | $278K | Sell |
6,540
-883
| -12% | -$33.9K | 0.03% | 357 |
|
|
2020
Q3 | $255K | Sell |
7,423
-88
| -1% | -$3.2K | 0.03% | 342 |
|
|
2020
Q2 | $290K | Sell |
7,511
-464
| -6% | -$17K | 0.03% | 311 |
|
|
2020
Q1 | $269K | Sell |
7,975
-1,426
| -15% | -$59.9K | 0.03% | 274 |
|
|
2019
Q4 | $473K | Buy |
9,401
+116
| +1% | +$5.54K | 0.06% | 214 |
|
|
2019
Q3 | $420K | Buy |
9,285
+784
| +9% | +$34.9K | 0.05% | 226 |
|
|
2019
Q2 | $375K | Sell |
8,501
-67
| -0.8% | -$3.15K | 0.05% | 255 |
|
|
2019
Q1 | $432K | Sell |
8,568
-294
| -3% | -$15.2K | 0.05% | 206 |
|
|
2018
Q4 | $417K | Sell |
8,862
-1,395
| -14% | -$67.7K | 0.05% | 195 |
|
|
2018
Q3 | $523K | Buy |
10,257
+605
| +6% | +$31.8K | 0.06% | 205 |
|
|
2018
Q2 | $521K | Buy |
9,652
+139
| +1% | +$7.67K | 0.07% | 190 |
|
|
2018
Q1 | $490K | Buy |
9,513
+227
| +2% | +$12.6K | 0.06% | 196 |
|
|
2017
Q4 | $500K | Sell |
9,286
-64
| -0.7% | -$3.41K | 0.07% | 194 |
|
|
2017
Q3 | $496K | Buy |
9,350
+407
| +5% | +$21.4K | 0.05% | 182 |
|
|
2017
Q2 | $456K | Sell |
8,943
-387
| -4% | -$18.5K | 0.05% | 187 |
|
|
2017
Q1 | $441K | Sell |
9,330
-1,337
| -13% | -$62.5K | 0.05% | 194 |
|
|
2016
Q4 | $505K | Buy |
10,667
+860
| +9% | +$38.8K | 0.07% | 168 |
|
|
2016
Q3 | $391K | Sell |
9,807
-407
| -4% | -$16.3K | 0.04% | 201 |
|
|
2016
Q2 | $397K | Sell |
10,214
-654
| -6% | -$26K | 0.05% | 193 |
|
|
2016
Q1 | $400K | Buy |
10,868
+580
| +6% | +$21K | 0.09% | 183 |
|
|
2015
Q4 | $424K | Buy |
10,288
+187
| +2% | +$7.86K | 0.11% | 173 |
|
|
2015
Q3 | $395K | Buy |
10,101
+722
| +8% | +$30K | 0.11% | 165 |
|
|
2015
Q2 | $394K | Buy |
9,379
+587
| +7% | +$25K | 0.1% | 179 |
|
|
2015
Q1 | $354K | Buy |
8,792
+861
| +11% | +$33.5K | 0.1% | 191 |
|
|
2014
Q4 | $322K | Buy |
7,931
+1,951
| +33% | +$76.3K | 0.12% | 182 |
|
|
2014
Q3 | $232K | Buy |
+5,980
| New | +$233K | 0.1% | 223 |
|
Other funds holding BNY
Checchi Capital Advisers's BNY Position: Q2 2026 in Review
Checchi Capital Advisers reduced its Bank of New York Mellon (BNY) stake by 0.42% in Q2 2026, selling an estimated $4.65K and leaving 8,029 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #193.
Checchi Capital Advisers first reported a position in BNY in Q3 2014 and has held it in 48 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Checchi Capital Advisers held 8,029 shares of Bank of New York Mellon worth $1.16M as of Q2 2026.
- Checchi Capital Advisers sold 34 Bank of New York Mellon shares in Q2 2026, an estimated $4.65K.
- Bank of New York Mellon made up 0.05% of Checchi Capital Advisers's portfolio in Q2 2026, its #193 holding.
- Checchi Capital Advisers first reported a position in Bank of New York Mellon in Q3 2014 and has held it in 48 quarters since.
- 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.