First Heartland Consultants’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
Q1
Sell
-2,512
Closed -$292K 528
2025
Q4
$292K Sell
2,512
-1,317
-34% -$146K 0.02% 426
2025
Q3
$417K Sell
3,829
-1,068
-22% -$109K 0.03% 324
2025
Q2
$446K Buy
4,897
+803
+20% +$68.2K 0.04% 291
2025
Q1
$343K Sell
4,094
-1,294
-24% -$109K 0.04% 315
2024
Q4
$414K Sell
5,388
-30
-0.6% -$2.32K 0.04% 277
2024
Q3
$389K Sell
5,418
-177
-3% -$11.6K 0.04% 286
2024
Q2
$335 Buy
5,595
+29
+0.5% +$1.68K 0.02% 325
2024
Q1
$321K Buy
5,566
+75
+1% +$4.13K 0.03% 323
2023
Q4
$286K Sell
5,491
-15,326
-74% -$706K 0.03% 294
2023
Q3
$888K Buy
20,817
+8,210
+65% +$366K 0.11% 153
2023
Q2
$561K Buy
12,607
+6,495
+106% +$279K 0.07% 198
2023
Q1
$278K Buy
6,112
+32
+0.5% +$1.55K 0.04% 287
2022
Q4
$277K Buy
6,080
+455
+8% +$19.5K 0.04% 293
2022
Q3
$216 Buy
+5,625
New +$240K 0.02% 317
2022
Q1
Sell
-4,367
Closed -$253 353
2021
Q4
$253 Buy
4,367
+123
+3% +$7.07K 0.01% 314
2021
Q3
$220K Buy
+4,244
New +$221K 0.03% 354

Other funds holding BNY

First Heartland Consultants's BNY Position: Q1 2026 in Review

First Heartland Consultants sold out of Bank of New York Mellon (BNY) in Q1 2026, closing a stake of 2,512 shares — an estimated $292K sold.

First Heartland Consultants first reported a position in BNY in Q3 2021 and held it in 16 quarters. The position peaked at $888K in Q3 2023. 1,762 funds tracked by Wall St. Rank hold BNY as of Q1 2026.

  • First Heartland Consultants reported no remaining Bank of New York Mellon position as of Q1 2026 after selling out during the quarter.
  • First Heartland Consultants sold 2,512 Bank of New York Mellon shares in Q1 2026, an estimated $292K.
  • First Heartland Consultants first reported a position in Bank of New York Mellon in Q3 2021 and held it in 16 quarters.
  • First Heartland Consultants's Bank of New York Mellon position peaked at $888K in Q3 2023.
  • 1,762 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2026.

Based on First Heartland Consultants's 13F filing for Q1 2026, filed 8 Apr 2026.