IFP 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 | $735K | Buy |
5,080
+3
| +0.1% | +$410 | 0.01% | 870 |
|
|
2026
Q1 | $602K | Buy |
5,077
+1,222
| +32% | +$145K | 0.01% | 885 |
|
|
2025
Q4 | $448K | Sell |
3,855
-227
| -6% | -$25.1K | 0.01% | 984 |
|
|
2025
Q3 | $445K | Sell |
4,082
-201
| -5% | -$20.5K | 0.01% | 899 |
|
|
2025
Q2 | $441K | Sell |
4,283
-197
| -4% | -$16.7K | 0.01% | 887 |
|
|
2025
Q1 | $376K | Sell |
4,480
-716
| -14% | -$60.2K | 0.01% | 876 |
|
|
2024
Q4 | $399K | Buy |
5,196
+1,547
| +42% | +$120K | 0.01% | 820 |
|
|
2024
Q3 | $262K | Sell |
3,649
-6,441
| -64% | -$424K | 0.01% | 959 |
|
|
2024
Q2 | $604K | Buy |
10,090
+8,010
| +385% | +$463K | 0.02% | 596 |
|
|
2024
Q1 | $120K | Buy |
2,080
+151
| +8% | +$8.31K | 0.01% | 1211 |
|
|
2023
Q4 | $100K | Buy |
1,929
+18
| +0.9% | +$829 | ﹤0.01% | 1240 |
|
|
2023
Q3 | $81.5K | Sell |
1,911
-2,175
| -53% | -$96.9K | ﹤0.01% | 1355 |
|
|
2023
Q2 | $182K | Sell |
4,086
-230
| -5% | -$9.87K | 0.01% | 1059 |
|
|
2023
Q1 | $239K | Sell |
4,316
-5,365
| -55% | -$260K | 0.01% | 877 |
|
|
2022
Q4 | $536K | Buy |
9,681
+2,793
| +41% | +$120K | 0.01% | 865 |
|
|
2022
Q3 | $414K | Buy |
6,888
+214
| +3% | +$9.12K | 0.01% | 1012 |
|
|
2022
Q2 | $402K | Hold |
6,674
| – | – | 0.01% | 933 |
|
|
2022
Q1 | $402K | Buy |
6,674
+2,190
| +49% | +$125K | 0.01% | 933 |
|
|
2021
Q4 | $260K | Buy |
4,484
+965
| +27% | +$55.5K | 0.01% | 836 |
|
|
2021
Q3 | $183K | Buy |
3,519
+1,318
| +60% | +$68.5K | ﹤0.01% | 999 |
|
|
2021
Q2 | $113K | Buy |
2,201
+319
| +17% | +$16K | ﹤0.01% | 1180 |
|
|
2021
Q1 | $90K | Sell |
1,882
-9
| -0.5% | -$396 | ﹤0.01% | 1214 |
|
|
2020
Q4 | $79K | Buy |
1,891
+140
| +8% | +$5.38K | ﹤0.01% | 1245 |
|
|
2020
Q3 | $60K | Buy |
1,751
+170
| +11% | +$6.19K | ﹤0.01% | 1221 |
|
|
2020
Q2 | $59K | Buy |
1,581
+164
| +12% | +$6K | ﹤0.01% | 1142 |
|
|
2020
Q1 | $47K | Sell |
1,417
-1,043
| -42% | -$43.8K | ﹤0.01% | 1142 |
|
|
2019
Q4 | $123K | Buy |
2,460
+706
| +40% | +$33.7K | 0.01% | 844 |
|
|
2019
Q3 | $79K | Buy |
+1,754
| New | +$78.1K | 0.01% | 1169 |
|
|
2019
Q1 | $473K | Sell |
9,363
-5,728
| -38% | -$295K | 0.06% | 299 |
|
|
2018
Q4 | $704K | Sell |
15,091
-541
| -3% | -$26.3K | 0.04% | 443 |
|
|
2018
Q3 | $797K | Buy |
15,632
+589
| +4% | +$31K | 0.03% | 503 |
|
|
2018
Q2 | $811K | Sell |
15,043
-6,954
| -32% | -$384K | 0.03% | 478 |
|
|
2018
Q1 | $1.19M | Hold |
21,997
| – | – | 0.05% | 348 |
|
|
2017
Q4 | $1.19M | Buy |
21,997
+7,244
| +49% | +$386K | 0.05% | 348 |
|
|
2017
Q3 | $782K | Sell |
14,753
-807
| -5% | -$42.3K | 0.03% | 520 |
|
|
2017
Q2 | $794K | Sell |
15,560
-1,473
| -9% | -$70.5K | 0.03% | 502 |
|
|
2017
Q1 | $804K | Buy |
17,033
+1,151
| +7% | +$53.8K | 0.04% | 494 |
|
|
2016
Q4 | $753K | Buy |
15,882
+1,324
| +9% | +$59.7K | 0.04% | 469 |
|
|
2016
Q3 | $581K | Buy |
14,558
+172
| +1% | +$6.87K | 0.03% | 506 |
|
|
2016
Q2 | $559K | Buy |
14,386
+5,023
| +54% | +$200K | 0.03% | 510 |
|
|
2016
Q1 | $473K | Sell |
9,363
-4,863
| -34% | -$176K | 0.06% | 299 |
|
|
2015
Q4 | $586K | Buy |
+14,226
| New | +$598K | 0.04% | 449 |
|
Other funds holding BNY
IFP Advisors's BNY Position: Q2 2026 in Review
IFP Advisors increased its Bank of New York Mellon (BNY) stake by 0.06% in Q2 2026, buying an estimated $410 and bringing the position to 5,080 shares worth $735K. The position accounts for 0.01% of the portfolio, ranked #870.
IFP Advisors first reported a position in BNY in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.19M in Q1 2018. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- IFP Advisors held 5,080 shares of Bank of New York Mellon worth $735K as of Q2 2026.
- IFP Advisors bought 3 Bank of New York Mellon shares in Q2 2026, an estimated $410.
- Bank of New York Mellon made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #870 holding.
- IFP Advisors first reported a position in Bank of New York Mellon in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Bank of New York Mellon position peaked at $1.19M in Q1 2018.
- 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.