Gladstone Institutional 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
$3.22M Sell
22,286
-56
-0.3% -$7.66K 0.1% 210
2026
Q1
$2.65M Sell
22,342
-7,563
-25% -$899K 0.1% 215
2025
Q4
$3.47M Buy
29,905
+2,047
+7% +$226K 0.13% 168
2025
Q3
$3.04M Sell
27,858
-2,512
-8% -$256K 0.12% 186
2025
Q2
$2.77M Sell
30,370
-5,606
-16% -$476K 0.11% 192
2025
Q1
$3.02M Buy
35,976
+19,322
+116% +$1.62M 0.14% 163
2024
Q4
$1.28M Buy
+16,654
New +$1.29M 0.06% 297

Other funds holding BNY

Gladstone Institutional Advisory's BNY Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Bank of New York Mellon (BNY) stake by 0.25% in Q2 2026, selling an estimated $7.66K and leaving 22,286 shares worth $3.22M. The position accounts for 0.1% of the portfolio, ranked #210.

Gladstone Institutional Advisory first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.47M in Q4 2025. 1,881 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Gladstone Institutional Advisory held 22,286 shares of Bank of New York Mellon worth $3.22M as of Q2 2026.
  • Gladstone Institutional Advisory sold 56 Bank of New York Mellon shares in Q2 2026, an estimated $7.66K.
  • Bank of New York Mellon made up 0.1% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #210 holding.
  • Gladstone Institutional Advisory first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
  • Gladstone Institutional Advisory's Bank of New York Mellon position peaked at $3.47M in Q4 2025.
  • 1,881 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.