Lido 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 | $6.59M | Buy |
45,585
+2,200
| +5% | +$301K | 0.02% | 437 |
|
|
2026
Q1 | $5.15M | Buy |
43,385
+5,652
| +15% | +$672K | 0.02% | 450 |
|
|
2025
Q4 | $4.23M | Buy |
37,733
+775
| +2% | +$85.8K | 0.01% | 509 |
|
|
2025
Q3 | $4.03M | Sell |
36,958
-500
| -1% | -$51K | 0.01% | 494 |
|
|
2025
Q2 | $3.41M | Sell |
37,458
-288
| -0.8% | -$24.5K | 0.01% | 458 |
|
|
2025
Q1 | $3.17M | Buy |
37,746
+3,303
| +10% | +$278K | 0.01% | 432 |
|
|
2024
Q4 | $2.65M | Buy |
34,443
+743
| +2% | +$57.4K | 0.01% | 456 |
|
|
2024
Q3 | $2.42M | Buy |
33,700
+438
| +1% | +$28.8K | 0.01% | 427 |
|
|
2024
Q2 | $1.99M | Sell |
33,262
-1,928
| -5% | -$112K | 0.01% | 449 |
|
|
2024
Q1 | $2.03M | Buy |
35,190
+5,885
| +20% | +$324K | 0.01% | 428 |
|
|
2023
Q4 | $1.53M | Buy |
29,305
+3,246
| +12% | +$150K | 0.01% | 479 |
|
|
2023
Q3 | $1.11M | Sell |
26,059
-294
| -1% | -$13.1K | 0.01% | 511 |
|
|
2023
Q2 | $1.17M | Buy |
26,353
+2,951
| +13% | +$127K | 0.01% | 484 |
|
|
2023
Q1 | $1.06M | Sell |
23,402
-28,595
| -55% | -$1.39M | 0.01% | 463 |
|
|
2022
Q4 | $2.37M | Buy |
51,997
+22,683
| +77% | +$973K | 0.03% | 270 |
|
|
2022
Q3 | $1.13M | Buy |
29,314
+22,413
| +325% | +$956K | 0.01% | 342 |
|
|
2022
Q2 | $287K | Sell |
6,901
-1,638
| -19% | -$73K | ﹤0.01% | 761 |
|
|
2022
Q1 | $423K | Sell |
8,539
-979
| -10% | -$55.7K | ﹤0.01% | 651 |
|
|
2021
Q4 | $552K | Buy |
9,518
+65
| +0.7% | +$3.74K | 0.01% | 577 |
|
|
2021
Q3 | $490K | Buy |
9,453
+2,759
| +41% | +$143K | 0.01% | 605 |
|
|
2021
Q2 | $343K | Buy |
6,694
+456
| +7% | +$22.8K | ﹤0.01% | 661 |
|
|
2021
Q1 | $295K | Buy |
+6,238
| New | +$274K | 0.01% | 662 |
|
|
2019
Q4 | – | Sell |
-5,156
| Closed | -$233K | – | 656 |
|
|
2019
Q3 | $233K | Sell |
5,156
-48
| -0.9% | -$2.14K | 0.01% | 508 |
|
|
2019
Q2 | $229K | Sell |
5,204
-110
| -2% | -$5.17K | 0.01% | 482 |
|
|
2019
Q1 | $268K | Buy |
5,314
+134
| +3% | +$6.91K | 0.02% | 416 |
|
|
2018
Q4 | $243K | Sell |
5,180
-2,856
| -36% | -$139K | 0.02% | 353 |
|
|
2018
Q3 | $409K | Buy |
8,036
+96
| +1% | +$5.05K | 0.04% | 279 |
|
|
2018
Q2 | $428K | Buy |
7,940
+356
| +5% | +$19.6K | 0.05% | 245 |
|
|
2018
Q1 | $390K | Buy |
+7,584
| New | +$422K | 0.05% | 238 |
|
|
2017
Q3 | – | Sell |
-4,319
| Closed | -$220K | – | 291 |
|
|
2017
Q2 | $220K | Buy |
+4,319
| New | +$207K | 0.05% | 226 |
|
Other funds holding BNY
Lido Advisors's BNY Position: Q2 2026 in Review
Lido Advisors increased its Bank of New York Mellon (BNY) stake by 5.1% in Q2 2026, buying an estimated $301K and bringing the position to 45,585 shares worth $6.59M. The position accounts for 0.02% of the portfolio, ranked #437.
Lido Advisors first reported a position in BNY in Q2 2017 and has held it in 30 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Lido Advisors held 45,585 shares of Bank of New York Mellon worth $6.59M as of Q2 2026.
- Lido Advisors bought 2,200 Bank of New York Mellon shares in Q2 2026, an estimated $301K.
- Bank of New York Mellon made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #437 holding.
- Lido Advisors first reported a position in Bank of New York Mellon in Q2 2017 and has held it in 30 quarters since.
- 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.