GM Advisory Group’s Bank of New York Mellon BNY Stock Holding History

GM Advisory Group’s Portfolio BNY Stock Details BNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$386K	Buy	3,254 +301	+10%	+$35.8K	0.01%	269
2025 Q4	$343K	Buy	2,953 +55	+2%	+$6.09K	0.01%	263
2025 Q3	$316K	Sell	2,898 -969	-25%	-$98.8K	0.01%	249
2025 Q2	$352K	Hold	3,867	–	–	0.02%	221
2025 Q1	$324K	Hold	3,867	–	–	0.02%	208
2024 Q4	$297K	Hold	3,867	–	–	0.02%	211
2024 Q3	$278K	Hold	3,867	–	–	0.02%	208
2024 Q2	$232K	Buy	+3,867	New	+$224K	0.01%	208
2022 Q1	–	Sell	-3,542	Closed	-$206K	–	195
2021 Q4	$206K	Buy	+3,542	New	+$204K	0.02%	190
2020 Q2	–	Sell	-9,000	Closed	-$303K	–	175
2020 Q1	$303K	Buy	+9,000	New	+$378K	0.08%	93
2017 Q1	–	Sell	-6,000	Closed	-$284K	–	108
2016 Q4	$284K	Buy	+6,000	New	+$271K	0.1%	90
2015 Q1	–	Sell	-6,000	Closed	-$243K	–	47
2014 Q4	$243K	Sell	6,000 -1,400	-19%	-$54.8K	0.13%	55
2014 Q3	$287K	Hold	7,400	–	–	0.22%	48
2014 Q2	$277K	Hold	7,400	–	–	0.24%	51
2014 Q1	$251K	Buy	+7,400	New	+$244K	0.19%	64

Other funds holding BNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GM Advisory Group's BNY Position: Q1 2026 in Review

GM Advisory Group increased its Bank of New York Mellon (BNY) stake by 10% in Q1 2026, buying an estimated $35.8K and bringing the position to 3,254 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #269.

GM Advisory Group first reported a position in BNY in Q1 2014 and has held it in 15 quarters since. 1,767 funds tracked by Wall St. Rank hold BNY as of Q1 2026.

GM Advisory Group held 3,254 shares of Bank of New York Mellon worth $386K as of Q1 2026.
GM Advisory Group bought 301 Bank of New York Mellon shares in Q1 2026, an estimated $35.8K.
Bank of New York Mellon made up 0.01% of GM Advisory Group's portfolio in Q1 2026, its #269 holding.
GM Advisory Group first reported a position in Bank of New York Mellon in Q1 2014 and has held it in 15 quarters since.
1,767 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.