Kovack 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 | $945K | Sell |
6,478
-38
| -0.6% | -$5.2K | 0.05% | 402 |
|
|
2026
Q1 | $786K | Sell |
6,516
-1,073
| -14% | -$128K | 0.04% | 451 |
|
|
2025
Q4 | $881K | Buy |
7,589
+2,424
| +47% | +$268K | 0.04% | 423 |
|
|
2025
Q3 | $563K | Sell |
5,165
-512
| -9% | -$52.2K | 0.05% | 301 |
|
|
2025
Q2 | $517K | Buy |
5,677
+464
| +9% | +$39.4K | 0.05% | 320 |
|
|
2025
Q1 | $437K | Sell |
5,213
-57
| -1% | -$4.79K | 0.05% | 336 |
|
|
2024
Q4 | $405K | Buy |
5,270
+366
| +7% | +$28.3K | 0.04% | 366 |
|
|
2024
Q3 | $352K | Sell |
4,904
-1,111
| -18% | -$73.1K | 0.04% | 399 |
|
|
2024
Q2 | $360K | Buy |
+6,015
| New | +$348K | 0.04% | 380 |
|
|
2024
Q1 | – | Sell |
-5,372
| Closed | -$280K | – | 486 |
|
|
2023
Q4 | $280K | Hold |
5,372
| – | – | 0.03% | 434 |
|
|
2023
Q3 | $229K | Sell |
5,372
-277
| -5% | -$12.3K | 0.03% | 453 |
|
|
2023
Q2 | $251K | Sell |
5,649
-1,324
| -19% | -$56.8K | 0.03% | 454 |
|
|
2023
Q1 | $317K | Buy |
6,973
+217
| +3% | +$10.5K | 0.04% | 398 |
|
|
2022
Q4 | $308K | Sell |
6,756
-240
| -3% | -$10.3K | 0.04% | 398 |
|
|
2022
Q3 | $269K | Buy |
6,996
+872
| +14% | +$37.2K | 0.04% | 425 |
|
|
2022
Q2 | $255K | Buy |
6,124
+1,002
| +20% | +$44.6K | 0.03% | 495 |
|
|
2022
Q1 | $254K | Buy |
5,122
+304
| +6% | +$17.3K | 0.03% | 575 |
|
|
2021
Q4 | $280K | Sell |
4,818
-86
| -2% | -$4.95K | 0.03% | 553 |
|
|
2021
Q3 | $254K | Sell |
4,904
-210
| -4% | -$10.9K | 0.03% | 583 |
|
|
2021
Q2 | $262K | Buy |
5,114
+214
| +4% | +$10.7K | 0.03% | 560 |
|
|
2021
Q1 | $232K | Buy |
+4,900
| New | +$216K | 0.03% | 543 |
|
|
2020
Q1 | – | Sell |
-4,487
| Closed | -$226K | – | 473 |
|
|
2019
Q4 | $226K | Buy |
+4,487
| New | +$214K | 0.04% | 424 |
|
|
2018
Q4 | – | Sell |
-4,277
| Closed | -$218K | – | 430 |
|
|
2018
Q3 | $218K | Sell |
4,277
-474
| -10% | -$24.9K | 0.06% | 373 |
|
|
2018
Q2 | $256K | Buy |
+4,751
| New | +$262K | 0.07% | 311 |
|
|
2018
Q1 | – | Sell |
-6,276
| Closed | -$338K | – | 494 |
|
|
2017
Q4 | $338K | Buy |
6,276
+2,282
| +57% | +$122K | 0.09% | 277 |
|
|
2017
Q3 | $212K | Buy |
+3,994
| New | +$210K | 0.07% | 306 |
|
Other funds holding BNY
Kovack Advisors's BNY Position: Q2 2026 in Review
Kovack Advisors reduced its Bank of New York Mellon (BNY) stake by 0.58% in Q2 2026, selling an estimated $5.2K and leaving 6,478 shares worth $945K. The position accounts for 0.05% of the portfolio, ranked #402.
Kovack Advisors first reported a position in BNY in Q3 2017 and has held it in 26 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Kovack Advisors held 6,478 shares of Bank of New York Mellon worth $945K as of Q2 2026.
- Kovack Advisors sold 38 Bank of New York Mellon shares in Q2 2026, an estimated $5.2K.
- Bank of New York Mellon made up 0.05% of Kovack Advisors's portfolio in Q2 2026, its #402 holding.
- Kovack Advisors first reported a position in Bank of New York Mellon in Q3 2017 and has held it in 26 quarters since.
- 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.