HF Advisory Group’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
$736K Sell
5,093
-4,870
-49% -$666K 0.23% 113
2026
Q1
$1.18M Sell
9,963
-395
-4% -$47K 0.4% 84
2025
Q4
$1.2M Buy
10,358
+850
+9% +$94K 0.42% 85
2025
Q3
$1.04M Sell
9,508
-737
-7% -$75.2K 0.38% 89
2025
Q2
$933K Buy
10,245
+419
+4% +$35.6K 0.37% 96
2025
Q1
$824K Buy
9,826
+283
+3% +$23.8K 0.36% 103
2024
Q4
$733K Sell
9,543
-820
-8% -$63.4K 0.34% 100
2024
Q3
$745K Buy
10,363
+607
+6% +$39.9K 0.35% 103
2024
Q2
$584K Buy
9,756
+1,448
+17% +$83.8K 0.3% 113
2024
Q1
$479K Buy
8,308
+1,645
+25% +$90.6K 0.27% 115
2023
Q4
$347K Buy
6,663
+1,655
+33% +$76.2K 0.22% 123
2023
Q3
$220K Buy
+5,008
New +$223K 0.16% 136

Other funds holding BNY

HF Advisory Group's BNY Position: Q2 2026 in Review

HF Advisory Group reduced its Bank of New York Mellon (BNY) stake by 49% in Q2 2026, selling an estimated $666K and leaving 5,093 shares worth $736K. The position accounts for 0.23% of the portfolio, ranked #113.

HF Advisory Group first reported a position in BNY in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.2M in Q4 2025. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • HF Advisory Group held 5,093 shares of Bank of New York Mellon worth $736K as of Q2 2026.
  • HF Advisory Group sold 4,870 Bank of New York Mellon shares in Q2 2026, an estimated $666K.
  • Bank of New York Mellon made up 0.23% of HF Advisory Group's portfolio in Q2 2026, its #113 holding.
  • HF Advisory Group first reported a position in Bank of New York Mellon in Q3 2023 and has held it in 12 quarters since.
  • HF Advisory Group's Bank of New York Mellon position peaked at $1.2M in Q4 2025.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.