Krilogy Financial’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
$690K Buy
4,770
+1,519
+47% +$208K 0.02% 522
2026
Q1
$438K Sell
3,251
-167
-5% -$19.9K 0.01% 618
2025
Q4
$407K Buy
3,418
+27
+0.8% +$2.99K 0.01% 631
2025
Q3
$369K Buy
+3,391
New +$346K 0.01% 618

Other funds holding BNY

Krilogy Financial's BNY Position: Q2 2026 in Review

Krilogy Financial increased its Bank of New York Mellon (BNY) stake by 47% in Q2 2026, buying an estimated $208K and bringing the position to 4,770 shares worth $690K. The position accounts for 0.02% of the portfolio, ranked #522.

Krilogy Financial first reported a position in BNY in Q3 2025 and has held it in 4 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Krilogy Financial held 4,770 shares of Bank of New York Mellon worth $690K as of Q2 2026.
  • Krilogy Financial bought 1,519 Bank of New York Mellon shares in Q2 2026, an estimated $208K.
  • Bank of New York Mellon made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #522 holding.
  • Krilogy Financial first reported a position in Bank of New York Mellon in Q3 2025 and has held it in 4 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.