IMA Advisory Services’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
$7.52K Buy
52
+15
+41% +$2.05K ﹤0.01% 812
2026
Q1
$4.39K Hold
37
﹤0.01% 435
2025
Q4
$4.29K Buy
37
+30
+429% +$3.32K ﹤0.01% 468
2025
Q3
$763 Hold
7
﹤0.01% 378
2025
Q2
$638 Buy
+7
New +$594 ﹤0.01% 378
2018
Q3
Sell
-25
Closed -$1K 357
2018
Q2
$1K Buy
+25
New +$1.38K ﹤0.01% 419

Other funds holding BNY

IMA Advisory Services's BNY Position: Q2 2026 in Review

IMA Advisory Services increased its Bank of New York Mellon (BNY) stake by 41% in Q2 2026, buying an estimated $2.05K and bringing the position to 52 shares worth $7.52K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

IMA Advisory Services first reported a position in BNY in Q2 2018 and has held it in 6 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • IMA Advisory Services held 52 shares of Bank of New York Mellon worth $7.52K as of Q2 2026.
  • IMA Advisory Services bought 15 Bank of New York Mellon shares in Q2 2026, an estimated $2.05K.
  • Bank of New York Mellon made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #812 holding.
  • IMA Advisory Services first reported a position in Bank of New York Mellon in Q2 2018 and has held it in 6 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.