Hudson Valley Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-3,490
| Closed | -$380K | – | 152 |
|
|
2025
Q3 | $380K | Hold |
3,490
| – | – | 0.04% | 131 |
|
|
2025
Q2 | $318K | Hold |
3,490
| – | – | 0.03% | 141 |
|
|
2025
Q1 | $293K | Sell |
3,490
-360
| -9% | -$30.3K | 0.04% | 137 |
|
|
2024
Q4 | $296K | Sell |
3,850
-847
| -18% | -$65.5K | 0.03% | 142 |
|
|
2024
Q3 | $338K | Sell |
4,697
-1,855
| -28% | -$122K | 0.04% | 139 |
|
|
2024
Q2 | $345K | Buy |
6,552
+1,855
| +39% | +$107K | 0.04% | 143 |
|
|
2024
Q1 | $271K | Sell |
4,697
-1,855
| -28% | -$102K | 0.03% | 154 |
|
|
2023
Q4 | $345K | Sell |
6,552
-8,590
| -57% | -$396K | 0.05% | 143 |
|
|
2023
Q3 | $646K | Sell |
15,142
-2,327
| -13% | -$104K | 0.09% | 119 |
|
|
2023
Q2 | $778K | Sell |
17,469
-875
| -5% | -$37.5K | 0.11% | 119 |
|
|
2023
Q1 | $834K | Sell |
18,344
-200
| -1% | -$9.7K | 0.12% | 121 |
|
|
2022
Q4 | $844K | Sell |
18,544
-838
| -4% | -$35.9K | 0.13% | 117 |
|
|
2022
Q3 | $747K | Sell |
19,382
-1,191
| -6% | -$50.8K | 0.12% | 119 |
|
|
2022
Q2 | $858K | Sell |
20,573
-172
| -0.8% | -$7.66K | 0.13% | 112 |
|
|
2022
Q1 | $1.03M | Sell |
20,745
-688
| -3% | -$39.1K | 0.14% | 110 |
|
|
2021
Q4 | $1.25M | Sell |
21,433
-75
| -0.3% | -$4.31K | 0.19% | 84 |
|
|
2021
Q3 | $1.11M | Sell |
21,508
-795
| -4% | -$41.3K | 0.19% | 88 |
|
|
2021
Q2 | $1.14M | Sell |
22,303
-247
| -1% | -$12.4K | 0.2% | 86 |
|
|
2021
Q1 | $1.07M | Sell |
22,550
-1,700
| -7% | -$74.8K | 0.19% | 93 |
|
|
2020
Q4 | $1.03M | Sell |
24,250
-2,519
| -9% | -$96.7K | 0.2% | 88 |
|
|
2020
Q3 | $919K | Sell |
26,769
-678
| -2% | -$24.7K | 0.2% | 89 |
|
|
2020
Q2 | $1.06M | Sell |
27,447
-249
| -0.9% | -$9.11K | 0.25% | 83 |
|
|
2020
Q1 | $933K | Sell |
27,696
-12,183
| -31% | -$512K | 0.26% | 82 |
|
|
2019
Q4 | $2.01M | Sell |
39,879
-899
| -2% | -$42.9K | 0.43% | 61 |
|
|
2019
Q3 | $1.84M | Sell |
40,778
-1,740
| -4% | -$77.5K | 0.43% | 59 |
|
|
2019
Q2 | $1.88M | Sell |
42,518
-2,661
| -6% | -$125K | 0.43% | 59 |
|
|
2019
Q1 | $2.28M | Sell |
45,179
-16,914
| -27% | -$872K | 0.55% | 52 |
|
|
2018
Q4 | $2.92M | Sell |
62,093
-16,141
| -21% | -$784K | 0.67% | 51 |
|
|
2018
Q3 | $3.99M | Sell |
78,234
-1,415
| -2% | -$74.5K | 0.92% | 37 |
|
|
2018
Q2 | $4.29M | Sell |
79,649
-1,461
| -2% | -$80.6K | 1.06% | 30 |
|
|
2018
Q1 | $4.18M | Sell |
81,110
-254
| -0.3% | -$14.1K | 1.05% | 33 |
|
|
2017
Q4 | $4.38M | Sell |
81,364
-232
| -0.3% | -$12.4K | 1.08% | 29 |
|
|
2017
Q3 | $4.33M | Sell |
81,596
-607
| -0.7% | -$31.9K | 1.12% | 29 |
|
|
2017
Q2 | $4.19M | Buy |
82,203
+1,850
| +2% | +$88.5K | 1.16% | 29 |
|
|
2017
Q1 | $3.79M | Buy |
80,353
+2,800
| +4% | +$131K | 1.06% | 29 |
|
|
2016
Q4 | $3.67M | Buy |
77,553
+4,676
| +6% | +$211K | 1.08% | 28 |
|
|
2016
Q3 | $2.91M | Buy |
72,877
+2,697
| +4% | +$108K | 0.9% | 32 |
|
|
2016
Q2 | $2.73M | Buy |
70,180
+573
| +0.8% | +$22.8K | 0.87% | 36 |
|
|
2016
Q1 | $2.56M | Buy |
69,607
+872
| +1% | +$31.6K | 0.83% | 36 |
|
|
2015
Q4 | $2.83M | Sell |
68,735
-1,250
| -2% | -$52.5K | 0.88% | 35 |
|
|
2015
Q3 | $2.74M | Buy |
69,985
+1,112
| +2% | +$46.2K | 0.89% | 36 |
|
|
2015
Q2 | $2.89M | Sell |
68,873
-551
| -0.8% | -$23.5K | 0.9% | 38 |
|
|
2015
Q1 | $2.79M | Buy |
69,424
+4,254
| +7% | +$166K | 0.95% | 38 |
|
|
2014
Q4 | $2.64M | Buy |
65,170
+350
| +0.5% | +$13.7K | 1.08% | 36 |
|
|
2014
Q3 | $2.51M | Buy |
64,820
+2,650
| +4% | +$103K | 1.07% | 37 |
|
|
2014
Q2 | $2.33M | Sell |
62,170
-4,215
| -6% | -$146K | 1.02% | 38 |
|
|
2014
Q1 | $2.34M | Buy |
66,385
+1,625
| +3% | +$53.7K | 1% | 38 |
|
|
2013
Q4 | $2.26M | Buy |
64,760
+2,850
| +5% | +$92.8K | 1% | 38 |
|
|
2013
Q3 | $1.87M | Buy |
61,910
+1,479
| +2% | +$45.4K | 0.91% | 38 |
|
|
2013
Q2 | $1.7M | Buy |
+60,431
| New | +$1.74M | 0.81% | 42 |
|
Other funds holding BNY
Hudson Valley Investment Advisors's BNY Position: Q4 2025 in Review
Hudson Valley Investment Advisors sold out of Bank of New York Mellon (BNY) in Q4 2025, closing a stake of 3,490 shares — an estimated $380K sold.
Hudson Valley Investment Advisors first reported a position in BNY in Q2 2013 and held it in 50 quarters. The position peaked at $4.38M in Q4 2017. 1,758 funds tracked by Wall St. Rank hold BNY as of Q4 2025.
- Hudson Valley Investment Advisors reported no remaining Bank of New York Mellon position as of Q4 2025 after selling out during the quarter.
- Hudson Valley Investment Advisors sold 3,490 Bank of New York Mellon shares in Q4 2025, an estimated $380K.
- Hudson Valley Investment Advisors first reported a position in Bank of New York Mellon in Q2 2013 and held it in 50 quarters.
- Hudson Valley Investment Advisors's Bank of New York Mellon position peaked at $4.38M in Q4 2017.
- 1,758 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2025.
Based on Hudson Valley Investment Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.