Diversify Advisory Services’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
$2.66M Buy
+16,877
New +$2.31M 0.04% 326
2026
Q1
Sell
-6,747
Closed -$819K 279
2025
Q4
$819K Sell
6,747
-333
-5% -$36.8K 0.03% 448
2025
Q3
$765K Sell
7,080
-170
-2% -$17.3K 0.03% 439
2025
Q2
$751K Buy
+7,250
New +$616K 0.03% 402

Other funds holding BNY

Diversify Advisory Services's BNY Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 16,877 shares worth $2.66M. The stake represents 0.04% of the portfolio and ranks #326 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in BNY as recently as Q4 2025.

Diversify Advisory Services first reported a position in BNY in Q2 2025 and has held it in 4 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Diversify Advisory Services held 16,877 shares of Bank of New York Mellon worth $2.66M as of Q2 2026.
  • Bank of New York Mellon was a new Diversify Advisory Services position in Q2 2026.
  • Bank of New York Mellon made up 0.04% of Diversify Advisory Services's portfolio in Q2 2026, its #326 holding.
  • Diversify Advisory Services first reported a position in Bank of New York Mellon in Q2 2025 and has held it in 4 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.