Level Four 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
$425K Sell
2,937
-266
-8% -$36.4K 0.01% 658
2026
Q1
$380K Buy
3,203
+286
+10% +$34K 0.01% 653
2025
Q4
$339K Buy
2,917
+47
+2% +$5.2K 0.01% 659
2025
Q3
$313K Buy
2,870
+237
+9% +$24.2K 0.01% 658
2025
Q2
$240K Buy
+2,633
New +$224K 0.01% 701
2024
Q4
Sell
-4,020
Closed -$303K 756
2024
Q3
$303K Buy
4,020
+173
+4% +$11.4K 0.01% 626
2024
Q2
$230K Buy
+3,847
New +$223K 0.01% 680

Other funds holding BNY

Level Four Advisory Services's BNY Position: Q2 2026 in Review

Level Four Advisory Services reduced its Bank of New York Mellon (BNY) stake by 8.3% in Q2 2026, selling an estimated $36.4K and leaving 2,937 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #658.

Level Four Advisory Services first reported a position in BNY in Q2 2024 and has held it in 7 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Level Four Advisory Services held 2,937 shares of Bank of New York Mellon worth $425K as of Q2 2026.
  • Level Four Advisory Services sold 266 Bank of New York Mellon shares in Q2 2026, an estimated $36.4K.
  • Bank of New York Mellon made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #658 holding.
  • Level Four Advisory Services first reported a position in Bank of New York Mellon in Q2 2024 and has held it in 7 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.