Elevated Capital 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
$723 Hold
5
﹤0.01% 776
2026
Q1
$593 Hold
5
﹤0.01% 777
2025
Q4
$580 Buy
+5
New +$553 ﹤0.01% 752

Other funds holding BNY

Elevated Capital Advisors's BNY Position: Q2 2026 in Review

Elevated Capital Advisors held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 5 shares worth $723. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Elevated Capital Advisors first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Elevated Capital Advisors held 5 shares of Bank of New York Mellon worth $723 as of Q2 2026.
  • Elevated Capital Advisors left its Bank of New York Mellon share count unchanged in Q2 2026.
  • Bank of New York Mellon made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #776 holding.
  • Elevated Capital Advisors first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.