HBW Advisory Services’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
$264K Sell
1,825
-1,906
-51% -$261K 0.02% 408
2026
Q1
$443K Sell
3,731
-322
-8% -$38.3K 0.05% 302
2025
Q4
$471K Buy
4,053
+218
+6% +$24.1K 0.05% 291
2025
Q3
$418K Buy
+3,835
New +$391K 0.05% 290

Other funds holding BNY

HBW Advisory Services's BNY Position: Q2 2026 in Review

HBW Advisory Services reduced its Bank of New York Mellon (BNY) stake by 51% in Q2 2026, selling an estimated $261K and leaving 1,825 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #408.

HBW Advisory Services first reported a position in BNY in Q3 2025 and has held it in 4 quarters since. The position peaked at $471K in Q4 2025. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • HBW Advisory Services held 1,825 shares of Bank of New York Mellon worth $264K as of Q2 2026.
  • HBW Advisory Services sold 1,906 Bank of New York Mellon shares in Q2 2026, an estimated $261K.
  • Bank of New York Mellon made up 0.02% of HBW Advisory Services's portfolio in Q2 2026, its #408 holding.
  • HBW Advisory Services first reported a position in Bank of New York Mellon in Q3 2025 and has held it in 4 quarters since.
  • HBW Advisory Services's Bank of New York Mellon position peaked at $471K in Q4 2025.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.