Lloyd 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
$30.2K Buy
+209
New +$28.6K 0.01% 281
2026
Q1
Sell
-453
Closed -$52.6K 877
2025
Q4
$52.6K Buy
+453
New +$50.1K 0.02% 232
2022
Q2
Sell
-892
Closed -$44K 119
2022
Q1
$44K Buy
892
+49
+6% +$2.79K 0.02% 242
2021
Q4
$49K Hold
843
0.02% 206
2021
Q3
$44K Sell
843
-60
-7% -$3.12K 0.02% 171
2021
Q2
$46K Buy
903
+17
+2% +$851 0.02% 163
2021
Q1
$42K Buy
886
+150
+20% +$6.6K 0.02% 153
2020
Q4
$31K Hold
736
0.02% 150
2020
Q3
$25K Sell
736
-70
-9% -$2.55K 0.02% 146
2020
Q2
$31K Buy
+806
New +$29.5K 0.02% 138

Other funds holding BNY

Lloyd Advisory Services's BNY Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 209 shares worth $30.2K. The stake represents 0.01% of the portfolio and ranks #281 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in BNY as recently as Q4 2025.

Lloyd Advisory Services first reported a position in BNY in Q2 2020 and has held it in 10 quarters since. The position peaked at $52.6K in Q4 2025. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Lloyd Advisory Services held 209 shares of Bank of New York Mellon worth $30.2K as of Q2 2026.
  • Bank of New York Mellon was a new Lloyd Advisory Services position in Q2 2026.
  • Bank of New York Mellon made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #281 holding.
  • Lloyd Advisory Services first reported a position in Bank of New York Mellon in Q2 2020 and has held it in 10 quarters since.
  • Lloyd Advisory Services's Bank of New York Mellon position peaked at $52.6K in Q4 2025.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.