KFGK
BNY

Keystone Financial Group (Kentucky)’s Bank of New York Mellon BNY Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio BNY Stock Details BNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$997K Sell
6,897
-80
-1% -$10.9K 0.06% 223
2026
Q1 		$832K Sell
6,977
-116
-2% -$13.8K 0.06% 223
2025
Q4 		$823K Buy
7,093
+106
+2% +$11.7K 0.06% 193
2025
Q3 		$763K Hold
6,987
– – 0.06% 190
2025
Q2 		$643K Sell
6,987
-2
-0% -$170 0.06% 202
2025
Q1 		$588K Buy
6,989
+503
+8% +$42.3K 0.06% 197
2024
Q4 		$498K Buy
6,486
+1
+0% +$77 0.05% 214
2024
Q3 		$466K Hold
6,485
– – 0.06% 204
2024
Q2 		$388K Buy
6,485
+500
+8% +$28.9K 0.14% 107
2024
Q1 		$345K Buy
5,985
+95
+2% +$5.23K 0.05% 236
2023
Q4 		$307K Sell
5,890
-300
-5% -$13.8K 0.05% 211
2023
Q3 		$264K Hold
6,190
– – 0.04% 230
2023
Q2 		$276K Buy
+6,190
New +$266K 0.05% 229
2022
Q4 		$304K Hold
6,680
– – 0.06% 200
2022
Q3 		$257K Sell
6,680
-1,055
-14% -$45K 0.05% 225
2022
Q2 		$323K Hold
7,735
– – 0.06% 193
2022
Q1 		$384K Hold
7,735
– – 0.07% 183
2021
Q4 		$449K Hold
7,735
– – 0.07% 176
2021
Q3 		$401K Buy
7,735
+490
+7% +$25.5K 0.07% 187
2021
Q2 		$371K Hold
7,245
– – 0.07% 192
2021
Q1 		$343K Buy
7,245
+595
+9% +$26.2K 0.07% 193
2020
Q4 		$282K Buy
+6,650
New +$255K 0.06% 204
2020
Q3 		– Sell
-5,400
Closed -$209K – 239
2020
Q2 		$209K Buy
+5,400
New +$198K 0.06% 211
2020
Q1 		– Sell
-5,400
Closed -$272K – 208
2019
Q4 		$272K Hold
5,400
– – 0.07% 195
2019
Q3 		$244K Hold
5,400
– – 0.08% 199
2019
Q2 		$238K Hold
5,400
– – 0.08% 197
2019
Q1 		$272K Sell
5,400
-244
-4% -$12.6K 0.1% 170
2018
Q4 		$266K Buy
5,644
+42
+0.7% +$2.04K 0.12% 150
2018
Q3 		$291K Buy
+5,602
New +$295K 0.12% 147

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s BNY Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its Bank of New York Mellon (BNY) stake by 1.1% in Q2 2026, selling an estimated $10.9K and leaving 6,897 shares worth $997K. The position accounts for 0.06% of the portfolio, ranked #223.

Keystone Financial Group (Kentucky) first reported a position in BNY in Q3 2018 and has held it in 29 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 6,897 shares of Bank of New York Mellon worth $997K as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 80 Bank of New York Mellon shares in Q2 2026, an estimated $10.9K.
  • Bank of New York Mellon made up 0.06% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #223 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Bank of New York Mellon in Q3 2018 and has held it in 29 quarters since.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.