Keating Financial 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
$134K Buy
929
+142
+18% +$19.4K 0.02% 432
2026
Q1
$93.3K Sell
787
-173
-18% -$20.6K 0.02% 476
2025
Q4
$111K Buy
+960
New +$106K 0.02% 480

Other funds holding BNY

Keating Financial Advisory Services's BNY Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Bank of New York Mellon (BNY) stake by 18% in Q2 2026, buying an estimated $19.4K and bringing the position to 929 shares worth $134K. The position accounts for 0.02% of the portfolio, ranked #432.

Keating Financial Advisory Services first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Keating Financial Advisory Services held 929 shares of Bank of New York Mellon worth $134K as of Q2 2026.
  • Keating Financial Advisory Services bought 142 Bank of New York Mellon shares in Q2 2026, an estimated $19.4K.
  • Bank of New York Mellon made up 0.02% of Keating Financial Advisory Services's portfolio in Q2 2026, its #432 holding.
  • Keating Financial Advisory Services first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.