Heritage Wealth Advisors’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 | $38.6K | Hold |
267
| – | – | ﹤0.01% | 366 |
|
|
2026
Q1 | $31.7K | Hold |
267
| – | – | ﹤0.01% | 386 |
|
|
2025
Q4 | $31K | Buy |
+267
| New | +$29.5K | ﹤0.01% | 359 |
|
|
2024
Q2 | – | Sell |
-180
| Closed | -$10.4K | – | 519 |
|
|
2024
Q1 | $10.4K | Sell |
180
-7,409
| -98% | -$408K | ﹤0.01% | 437 |
|
|
2023
Q4 | $395K | Sell |
7,589
-300
| -4% | -$13.8K | 0.02% | 161 |
|
|
2023
Q3 | $336K | Hold |
7,889
| – | – | 0.02% | 160 |
|
|
2023
Q2 | $351K | Hold |
7,889
| – | – | 0.02% | 157 |
|
|
2023
Q1 | $358K | Hold |
7,889
| – | – | 0.02% | 155 |
|
|
2022
Q4 | $359K | Hold |
7,889
| – | – | 0.02% | 156 |
|
|
2022
Q3 | $304K | Hold |
7,889
| – | – | 0.02% | 157 |
|
|
2022
Q2 | $329K | Hold |
7,889
| – | – | 0.02% | 151 |
|
|
2022
Q1 | $392K | Hold |
7,889
| – | – | 0.02% | 142 |
|
|
2021
Q4 | $458K | Hold |
7,889
| – | – | 0.03% | 142 |
|
|
2021
Q3 | $409K | Hold |
7,889
| – | – | 0.03% | 146 |
|
|
2021
Q2 | $404K | Sell |
7,889
-4,566
| -37% | -$228K | 0.02% | 150 |
|
|
2021
Q1 | $589K | Hold |
12,455
| – | – | 0.04% | 128 |
|
|
2020
Q4 | $529K | Buy |
12,455
+11,755
| +1,679% | +$451K | 0.03% | 125 |
|
|
2020
Q3 | $24K | Hold |
700
| – | – | ﹤0.01% | 336 |
|
|
2020
Q2 | $27.1K | Hold |
700
| – | – | ﹤0.01% | 304 |
|
|
2020
Q1 | $23.6K | Sell |
700
-553
| -44% | -$23.2K | ﹤0.01% | 303 |
|
|
2019
Q4 | $63.1K | Sell |
1,253
-101
| -7% | -$4.82K | 0.01% | 280 |
|
|
2019
Q3 | $61K | Sell |
1,354
-408
| -23% | -$18.2K | 0.01% | 255 |
|
|
2019
Q2 | $77.8K | Hold |
1,762
| – | – | 0.01% | 216 |
|
|
2019
Q1 | $88.9K | Hold |
1,762
| – | – | 0.01% | 184 |
|
|
2018
Q4 | $82K | Hold |
1,762
| – | – | 0.02% | 171 |
|
|
2018
Q3 | $89K | Buy |
+1,762
| New | +$92.7K | 0.02% | 165 |
|
|
2016
Q3 | – | Sell |
-8,658
| Closed | -$336K | – | 88 |
|
|
2016
Q2 | $336K | Buy |
8,658
+854
| +11% | +$34K | 0.23% | 60 |
|
|
2016
Q1 | $288K | Buy |
7,804
+700
| +10% | +$25.4K | 0.23% | 64 |
|
|
2015
Q4 | $292K | Sell |
7,104
-156
| -2% | -$6.55K | 0.25% | 59 |
|
|
2015
Q3 | $285K | Sell |
7,260
-499
| -6% | -$20.7K | 0.25% | 59 |
|
|
2015
Q2 | $326K | Hold |
7,759
| – | – | 0.27% | 65 |
|
|
2015
Q1 | $312K | Buy |
7,759
+1,309
| +20% | +$51K | 0.26% | 67 |
|
|
2014
Q4 | $261K | Buy |
+6,450
| New | +$252K | 0.23% | 77 |
|
Other funds holding BNY
Heritage Wealth Advisors's BNY Position: Q2 2026 in Review
Heritage Wealth Advisors held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 267 shares worth $38.6K. The position accounts for ﹤0.01% of the portfolio, ranked #366.
Heritage Wealth Advisors first reported a position in BNY in Q4 2014 and has held it in 33 quarters since. The position peaked at $589K in Q1 2021. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Heritage Wealth Advisors held 267 shares of Bank of New York Mellon worth $38.6K as of Q2 2026.
- Heritage Wealth Advisors left its Bank of New York Mellon share count unchanged in Q2 2026.
- Bank of New York Mellon made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #366 holding.
- Heritage Wealth Advisors first reported a position in Bank of New York Mellon in Q4 2014 and has held it in 33 quarters since.
- Heritage Wealth Advisors's Bank of New York Mellon position peaked at $589K in Q1 2021.
- 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.