Clearstead 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 | $1.45M | Buy |
10,021
+3,454
| +53% | +$472K | 0.01% | 455 |
|
|
2026
Q1 | $779K | Sell |
6,567
-1,891
| -22% | -$225K | 0.01% | 599 |
|
|
2025
Q4 | $982K | Buy |
8,458
+6,635
| +364% | +$734K | 0.01% | 485 |
|
|
2025
Q3 | $199K | Sell |
1,823
-2,138
| -54% | -$218K | ﹤0.01% | 884 |
|
|
2025
Q2 | $361K | Sell |
3,961
-378
| -9% | -$32.1K | 0.01% | 703 |
|
|
2025
Q1 | $364K | Sell |
4,339
-4,291
| -50% | -$361K | 0.01% | 658 |
|
|
2024
Q4 | $663K | Sell |
8,630
-196
| -2% | -$15.1K | 0.01% | 498 |
|
|
2024
Q3 | $634K | Buy |
8,826
+238
| +3% | +$15.7K | 0.01% | 513 |
|
|
2024
Q2 | $514K | Buy |
8,588
+4,876
| +131% | +$282K | 0.01% | 532 |
|
|
2024
Q1 | $215K | Sell |
3,712
-326
| -8% | -$17.9K | 0.01% | 454 |
|
|
2023
Q4 | $210K | Sell |
4,038
-26
| -0.6% | -$1.2K | 0.01% | 448 |
|
|
2023
Q3 | $173K | Buy |
4,064
+30
| +0.7% | +$1.34K | 0.01% | 445 |
|
|
2023
Q2 | $180K | Sell |
4,034
-440
| -10% | -$18.9K | 0.01% | 446 |
|
|
2023
Q1 | $203K | Buy |
4,474
+384
| +9% | +$18.6K | 0.01% | 395 |
|
|
2022
Q4 | $186K | Sell |
4,090
-152
| -4% | -$6.52K | 0.01% | 391 |
|
|
2022
Q3 | $163K | Buy |
4,242
+3,026
| +249% | +$129K | 0.02% | 395 |
|
|
2022
Q2 | $51K | Buy |
1,216
+76
| +7% | +$3.39K | ﹤0.01% | 614 |
|
|
2022
Q1 | $57K | Hold |
1,140
| – | – | ﹤0.01% | 652 |
|
|
2021
Q4 | $66K | Sell |
1,140
-173
| -13% | -$9.95K | ﹤0.01% | 610 |
|
|
2021
Q3 | $68K | Sell |
1,313
-11,655
| -90% | -$606K | 0.01% | 560 |
|
|
2021
Q2 | $664K | Buy |
12,968
+28
| +0.2% | +$1.4K | 0.05% | 196 |
|
|
2021
Q1 | $612K | Sell |
12,940
-1,900
| -13% | -$83.6K | 0.05% | 203 |
|
|
2020
Q4 | $630K | Hold |
14,840
| – | – | 0.06% | 189 |
|
|
2020
Q3 | $510K | Hold |
14,840
| – | – | 0.05% | 177 |
|
|
2020
Q2 | $574K | Hold |
14,840
| – | – | 0.07% | 171 |
|
|
2020
Q1 | $500K | Hold |
14,840
| – | – | 0.07% | 157 |
|
|
2019
Q4 | $747K | Hold |
14,840
| – | – | 0.09% | 144 |
|
|
2019
Q3 | $671K | Hold |
14,840
| – | – | 0.09% | 144 |
|
|
2019
Q2 | $655K | Hold |
14,840
| – | – | 0.09% | 145 |
|
|
2019
Q1 | $748K | Hold |
14,840
| – | – | 0.1% | 130 |
|
|
2018
Q4 | $699K | Buy |
14,840
+840
| +6% | +$40.8K | 0.11% | 136 |
|
|
2018
Q3 | $714K | Sell |
14,000
-92
| -0.7% | -$4.84K | 0.1% | 126 |
|
|
2018
Q2 | $760K | Buy |
14,092
+92
| +0.7% | +$5.08K | 0.11% | 118 |
|
|
2018
Q1 | $721K | Hold |
14,000
| – | – | 0.1% | 123 |
|
|
2017
Q4 | $754K | Hold |
14,000
| – | – | 0.1% | 124 |
|
|
2017
Q3 | $742K | Hold |
14,000
| – | – | 0.1% | 131 |
|
|
2017
Q2 | $714K | Hold |
14,000
| – | – | 0.1% | 121 |
|
|
2017
Q1 | $661K | Buy |
+14,000
| New | +$655K | 0.1% | 122 |
|
Other funds holding BNY
Clearstead Advisors's BNY Position: Q2 2026 in Review
Clearstead Advisors increased its Bank of New York Mellon (BNY) stake by 53% in Q2 2026, buying an estimated $472K and bringing the position to 10,021 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #455.
Clearstead Advisors first reported a position in BNY in Q1 2017 and has held it in 38 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Clearstead Advisors held 10,021 shares of Bank of New York Mellon worth $1.45M as of Q2 2026.
- Clearstead Advisors bought 3,454 Bank of New York Mellon shares in Q2 2026, an estimated $472K.
- Bank of New York Mellon made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #455 holding.
- Clearstead Advisors first reported a position in Bank of New York Mellon in Q1 2017 and has held it in 38 quarters since.
- 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.