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
2026
Q2
$400K Buy
+2,764
New +$378K 0.03% 331
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 2026 in Review

Continuum Advisory opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 2,764 shares worth $400K. The stake represents 0.03% of the portfolio and ranks #331 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in BNY as recently as Q1 2025.

Continuum Advisory first reported a position in BNY in Q1 2017 and has held it in 21 quarters since. The position peaked at $534K in Q1 2023. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Continuum Advisory held 2,764 shares of Bank of New York Mellon worth $400K as of Q2 2026.
  • Bank of New York Mellon was a new Continuum Advisory position in Q2 2026.
  • Bank of New York Mellon made up 0.03% of Continuum Advisory's portfolio in Q2 2026, its #331 holding.
  • Continuum Advisory first reported a position in Bank of New York Mellon in Q1 2017 and has held it in 21 quarters since.
  • Continuum Advisory's Bank of New York Mellon position peaked at $534K in Q1 2023.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.