CV 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
Q3
$1.45M Hold
10,000
– – 0.24% 42
2026
Q2
$1.37M Buy
+10,000
New +$1.37M 0.25% 47

Other funds holding BNY

CV Advisors's BNY Position: Q3 2026 in Review

CV Advisors held its Bank of New York Mellon (BNY) position steady in Q3 2026 at 10,000 shares worth $1.45M. The position accounts for 0.24% of the portfolio, ranked #42.

CV Advisors first reported a position in BNY in Q2 2026 and has held it in 2 quarters since. 945 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • CV Advisors held 10,000 shares of Bank of New York Mellon worth $1.45M as of Q3 2026.
  • CV Advisors left its Bank of New York Mellon share count unchanged in Q3 2026.
  • Bank of New York Mellon made up 0.24% of CV Advisors's portfolio in Q3 2026, its #42 holding.
  • CV Advisors first reported a position in Bank of New York Mellon in Q2 2026 and has held it in 2 quarters since.
  • 945 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.