HF Advisory Group’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
HF Advisory Group's BNY Position: Q3 2026 in Review
HF Advisory Group reduced its Bank of New York Mellon (BNY) stake by 6.2% in Q3 2026, selling an estimated $49.3K and leaving 4,779 shares worth $691K. The position accounts for 0.21% of the portfolio, ranked #114.
HF Advisory Group first reported a position in BNY in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.2M in Q4 2025. 686 funds tracked by Wall St. Rank hold BNY as of Q3 2026.
- HF Advisory Group held 4,779 shares of Bank of New York Mellon worth $691K as of Q3 2026.
- HF Advisory Group sold 314 Bank of New York Mellon shares in Q3 2026, an estimated $49.3K.
- Bank of New York Mellon made up 0.21% of HF Advisory Group's portfolio in Q3 2026, its #114 holding.
- HF Advisory Group first reported a position in Bank of New York Mellon in Q3 2023 and has held it in 13 quarters since.
- HF Advisory Group's Bank of New York Mellon position peaked at $1.2M in Q4 2025.
- 686 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.
Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.