Continuum Advisory’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
2025
Q2
Sell
-3,144
Closed -$264K 539
2025
Q1
$264K Buy
3,144
+785
+33% +$66K 0.03% 344
2024
Q4
$181K Buy
2,359
+10
+0.4% +$773 0.02% 401
2024
Q3
$182K Buy
2,349
+1,133
+93% +$74.5K 0.02% 409
2024
Q2
$72.8K Buy
1,216
+593
+95% +$34.3K 0.01% 554
2024
Q1
$36.4K Sell
623
-9,153
-94% -$504K 0.01% 662
2023
Q4
$509K Sell
9,776
-1,803
-16% -$83K 0.07% 280
2023
Q3
$494K Sell
11,579
-269
-2% -$12K 0.08% 278
2023
Q2
$527K Buy
11,848
+104
+0.9% +$4.46K 0.08% 269
2023
Q1
$534K Buy
11,744
+126
+1% +$6.11K 0.09% 257
2022
Q4
$529K Sell
11,618
-186
-2% -$7.98K 0.1% 246
2022
Q3
$455K Buy
11,804
+195
+2% +$8.31K 0.08% 254
2022
Q2
$484K Buy
+11,609
New +$517K 0.09% 254
2019
Q1
Sell
-6,903
Closed -$325K 132
2018
Q4
$325K Sell
6,903
-2,012
-23% -$97.7K 0.24% 104
2018
Q3
$463K Buy
8,915
+358
+4% +$18.8K 0.31% 76
2018
Q2
$461K Buy
8,557
+773
+10% +$42.7K 0.34% 72
2018
Q1
$401K Buy
7,784
+974
+14% +$54.2K 0.34% 77
2017
Q4
$367K Buy
6,810
+22
+0.3% +$1.17K 0.28% 101
2017
Q3
$360K Sell
6,788
-71
-1% -$3.73K 0.32% 97
2017
Q2
$350K Buy
6,859
+1,425
+26% +$68.2K 0.35% 93
2017
Q1
$257K Buy
+5,434
New +$254K 0.31% 97

Other funds holding BNY

Continuum Advisory's BNY Position: Q2 2025 in Review

Continuum Advisory sold out of Bank of New York Mellon (BNY) in Q2 2025, closing a stake of 3,144 shares — an estimated $264K sold.

Continuum Advisory first reported a position in BNY in Q1 2017 and held it in 20 quarters. The position peaked at $534K in Q1 2023. 1,552 funds tracked by Wall St. Rank hold BNY as of Q2 2025.

  • Continuum Advisory reported no remaining Bank of New York Mellon position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 3,144 Bank of New York Mellon shares in Q2 2025, an estimated $264K.
  • Continuum Advisory first reported a position in Bank of New York Mellon in Q1 2017 and held it in 20 quarters.
  • Continuum Advisory's Bank of New York Mellon position peaked at $534K in Q1 2023.
  • 1,552 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.