Larson Financial Group’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 | $966K | Buy |
6,683
+1,189
| +22% | +$163K | 0.03% | 377 |
|
|
2026
Q1 | $652K | Buy |
5,494
+1,071
| +24% | +$127K | 0.02% | 399 |
|
|
2025
Q4 | $513K | Sell |
4,423
-701
| -14% | -$77.6K | 0.02% | 451 |
|
|
2025
Q3 | $558K | Sell |
5,124
-91
| -2% | -$9.28K | 0.02% | 430 |
|
|
2025
Q2 | $475K | Buy |
5,215
+2,486
| +91% | +$211K | 0.02% | 442 |
|
|
2025
Q1 | $229K | Buy |
2,729
+601
| +28% | +$50.5K | 0.01% | 598 |
|
|
2024
Q4 | $164K | Buy |
2,128
+42
| +2% | +$3.25K | 0.01% | 618 |
|
|
2024
Q3 | $150K | Buy |
2,086
+151
| +8% | +$9.93K | 0.01% | 636 |
|
|
2024
Q2 | $116K | Buy |
1,935
+276
| +17% | +$16K | 0.01% | 611 |
|
|
2024
Q1 | $95.6K | Buy |
1,659
+1,226
| +283% | +$67.5K | 0.01% | 552 |
|
|
2023
Q4 | $22.5K | Buy |
433
+10
| +2% | +$461 | ﹤0.01% | 826 |
|
|
2023
Q3 | $18K | Sell |
423
-104
| -20% | -$4.63K | ﹤0.01% | 836 |
|
|
2023
Q2 | $23.4K | Buy |
527
+105
| +25% | +$4.51K | ﹤0.01% | 701 |
|
|
2023
Q1 | $19.2K | Hold |
422
| – | – | ﹤0.01% | 746 |
|
|
2022
Q4 | $19.2K | Buy |
422
+217
| +106% | +$9.31K | ﹤0.01% | 700 |
|
|
2022
Q3 | $8K | Hold |
205
| – | – | ﹤0.01% | 834 |
|
|
2022
Q2 | $9K | Buy |
205
+1
| +0.5% | +$45 | ﹤0.01% | 736 |
|
|
2022
Q1 | $10K | Hold |
204
| – | – | ﹤0.01% | 650 |
|
|
2021
Q4 | $12K | Buy |
204
+152
| +292% | +$8.74K | ﹤0.01% | 627 |
|
|
2021
Q3 | $3K | Buy |
52
+1
| +2% | +$52 | ﹤0.01% | 736 |
|
|
2021
Q2 | $3K | Sell |
51
-263
| -84% | -$13.2K | ﹤0.01% | 677 |
|
|
2021
Q1 | $15K | Buy |
314
+2
| +0.6% | +$88 | ﹤0.01% | 460 |
|
|
2020
Q4 | $13K | Buy |
312
+261
| +512% | +$10K | ﹤0.01% | 450 |
|
|
2020
Q3 | $2K | Buy |
51
+5
| +11% | +$182 | ﹤0.01% | 586 |
|
|
2020
Q2 | $2K | Buy |
+46
| New | +$1.68K | ﹤0.01% | 547 |
|
|
2020
Q1 | – | Sell |
-22
| Closed | -$1K | – | 544 |
|
|
2019
Q4 | $1K | Buy |
22
+1
| +5% | +$48 | ﹤0.01% | 491 |
|
|
2019
Q3 | $1K | Sell |
21
-1
| -5% | -$45 | ﹤0.01% | 470 |
|
|
2019
Q2 | $1K | Buy |
22
+21
| +2,100% | +$987 | ﹤0.01% | 423 |
|
|
2019
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 496 |
|
|
2018
Q4 | $0 | Buy |
+1
| New | +$49 | ﹤0.01% | 475 |
|
Other funds holding BNY
Larson Financial Group's BNY Position: Q2 2026 in Review
Larson Financial Group increased its Bank of New York Mellon (BNY) stake by 22% in Q2 2026, buying an estimated $163K and bringing the position to 6,683 shares worth $966K. The position accounts for 0.03% of the portfolio, ranked #377.
Larson Financial Group first reported a position in BNY in Q4 2018 and has held it in 30 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Larson Financial Group held 6,683 shares of Bank of New York Mellon worth $966K as of Q2 2026.
- Larson Financial Group bought 1,189 Bank of New York Mellon shares in Q2 2026, an estimated $163K.
- Bank of New York Mellon made up 0.03% of Larson Financial Group's portfolio in Q2 2026, its #377 holding.
- Larson Financial Group first reported a position in Bank of New York Mellon in Q4 2018 and has held it in 30 quarters since.
- 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.