GoalVest Advisory’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
MGIA
QCM
CAM
CNB
AT
EWM
MAA
CGH
GoalVest Advisory's BNY Position: Q2 2026 in Review
GoalVest Advisory opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 8 shares worth $1.16K. The stake represents ﹤0.01% of the portfolio and ranks #478 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in BNY as recently as Q1 2025.
GoalVest Advisory first reported a position in BNY in Q1 2025 and has held it in 2 quarters since. 311 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- GoalVest Advisory held 8 shares of Bank of New York Mellon worth $1.16K as of Q2 2026.
- Bank of New York Mellon was a new GoalVest Advisory position in Q2 2026.
- Bank of New York Mellon made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #478 holding.
- GoalVest Advisory first reported a position in Bank of New York Mellon in Q1 2025 and has held it in 2 quarters since.
- 311 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.