LPL 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 | $127M | Buy |
880,250
+75,882
| +9% | +$10.4M | 0.03% | 549 |
|
|
2026
Q1 | $95.4M | Buy |
804,368
+26,648
| +3% | +$3.17M | 0.03% | 603 |
|
|
2025
Q4 | $90.3M | Sell |
777,720
-124,128
| -14% | -$13.7M | 0.02% | 594 |
|
|
2025
Q3 | $98.3M | Buy |
901,848
+288,354
| +47% | +$29.4M | 0.03% | 527 |
|
|
2025
Q2 | $55.9M | Buy |
613,494
+89,940
| +17% | +$7.64M | 0.02% | 713 |
|
|
2025
Q1 | $43.9M | Buy |
523,554
+74,882
| +17% | +$6.29M | 0.02% | 741 |
|
|
2024
Q4 | $34.5M | Buy |
448,672
+74,948
| +20% | +$5.79M | 0.01% | 820 |
|
|
2024
Q3 | $26.9M | Buy |
373,724
+57,253
| +18% | +$3.77M | 0.01% | 888 |
|
|
2024
Q2 | $19M | Buy |
316,471
+46,926
| +17% | +$2.72M | 0.01% | 993 |
|
|
2024
Q1 | $15.5M | Buy |
269,545
+17,061
| +7% | +$939K | 0.01% | 1066 |
|
|
2023
Q4 | $13.1M | Buy |
252,484
+32,335
| +15% | +$1.49M | 0.01% | 1090 |
|
|
2023
Q3 | $9.39M | Sell |
220,149
-5,138
| -2% | -$229K | 0.01% | 1202 |
|
|
2023
Q2 | $10M | Buy |
225,287
+18,474
| +9% | +$793K | 0.01% | 1134 |
|
|
2023
Q1 | $9.4M | Buy |
206,813
+17,369
| +9% | +$842K | 0.01% | 1119 |
|
|
2022
Q4 | $8.62M | Buy |
189,444
+3,623
| +2% | +$155K | 0.01% | 1110 |
|
|
2022
Q3 | $7.16M | Sell |
185,821
-1,911
| -1% | -$81.5K | 0.01% | 1136 |
|
|
2022
Q2 | $7.83M | Buy |
187,732
+21,792
| +13% | +$971K | 0.01% | 1101 |
|
|
2022
Q1 | $8.24M | Buy |
165,940
+20,457
| +14% | +$1.16M | 0.01% | 1109 |
|
|
2021
Q4 | $8.45M | Buy |
145,483
+27,043
| +23% | +$1.56M | 0.01% | 1127 |
|
|
2021
Q3 | $6.14M | Buy |
118,440
+15,475
| +15% | +$804K | 0.01% | 1264 |
|
|
2021
Q2 | $5.28M | Buy |
102,965
+838
| +0.8% | +$41.9K | 0.01% | 1308 |
|
|
2021
Q1 | $4.83M | Buy |
102,127
+10,565
| +12% | +$465K | 0.01% | 1258 |
|
|
2020
Q4 | $3.89M | Buy |
91,562
+8,228
| +10% | +$316K | 0.01% | 1254 |
|
|
2020
Q3 | $2.86M | Buy |
83,334
+2,196
| +3% | +$79.9K | ﹤0.01% | 1263 |
|
|
2020
Q2 | $3.14M | Sell |
81,138
-24,507
| -23% | -$897K | 0.01% | 1108 |
|
|
2020
Q1 | $3.56M | Buy |
105,645
+11,511
| +12% | +$483K | 0.01% | 891 |
|
|
2019
Q4 | $4.74M | Sell |
94,134
-2,000
| -2% | -$95.4K | 0.01% | 860 |
|
|
2019
Q3 | $4.35M | Buy |
96,134
+4,288
| +5% | +$191K | 0.01% | 852 |
|
|
2019
Q2 | $4.05M | Buy |
91,846
+2,982
| +3% | +$140K | 0.01% | 873 |
|
|
2019
Q1 | $4.48M | Buy |
88,864
+866
| +1% | +$44.6K | 0.01% | 811 |
|
|
2018
Q4 | $4.14M | Buy |
87,998
+4,187
| +5% | +$203K | 0.01% | 761 |
|
|
2018
Q3 | $4.27M | Sell |
83,811
-775
| -0.9% | -$40.8K | 0.01% | 815 |
|
|
2018
Q2 | $4.56M | Sell |
84,586
-4,124
| -5% | -$228K | 0.01% | 750 |
|
|
2018
Q1 | $4.57M | Buy |
88,710
+23,040
| +35% | +$1.28M | 0.01% | 732 |
|
|
2017
Q4 | $3.54M | Sell |
65,670
-4,720
| -7% | -$251K | 0.01% | 788 |
|
|
2017
Q3 | $3.73M | Buy |
70,390
+15,827
| +29% | +$831K | 0.01% | 709 |
|
|
2017
Q2 | $2.78M | Buy |
54,563
+31,991
| +142% | +$1.53M | 0.01% | 775 |
|
|
2017
Q1 | $1.06M | Buy |
22,572
+16,112
| +249% | +$754K | 0.01% | 1218 |
|
|
2016
Q4 | $309K | Sell |
6,460
-30,696
| -83% | -$1.38M | ﹤0.01% | 2153 |
|
|
2016
Q3 | $1.49M | Sell |
37,156
-2,415
| -6% | -$96.5K | 0.01% | 925 |
|
|
2016
Q2 | $1.48M | Sell |
39,571
-37,257
| -48% | -$1.48M | 0.01% | 927 |
|
|
2016
Q1 | $2.81M | Sell |
76,828
-39,490
| -34% | -$1.43M | 0.01% | 995 |
|
|
2015
Q4 | $4.63M | Buy |
116,318
+39,952
| +52% | +$1.68M | 0.01% | 755 |
|
|
2015
Q3 | $3.06M | Sell |
76,366
-7,868
| -9% | -$327K | 0.02% | 655 |
|
|
2015
Q2 | $3.5M | Buy |
84,234
+3,052
| +4% | +$130K | 0.02% | 654 |
|
|
2015
Q1 | $3.26M | Sell |
81,182
-44,914
| -36% | -$1.75M | 0.02% | 693 |
|
|
2014
Q4 | $5.12M | Buy |
126,096
+9,217
| +8% | +$361K | 0.03% | 474 |
|
|
2014
Q3 | $4.47M | Buy |
116,879
+8,984
| +8% | +$349K | 0.03% | 504 |
|
|
2014
Q2 | $4.04M | Buy |
107,895
+5,731
| +6% | +$198K | 0.02% | 561 |
|
|
2014
Q1 | $3.6M | Sell |
102,164
-896
| -0.9% | -$29.6K | 0.02% | 555 |
|
|
2013
Q4 | $3.6M | Sell |
103,060
-3,813
| -4% | -$124K | 0.02% | 558 |
|
|
2013
Q3 | $3.33M | Sell |
106,873
-2,680
| -2% | -$82.2K | 0.02% | 548 |
|
|
2013
Q2 | $3.07M | Buy |
+109,553
| New | +$3.15M | 0.02% | 540 |
|
Other funds holding BNY
LPL Financial's BNY Position: Q2 2026 in Review
LPL Financial increased its Bank of New York Mellon (BNY) stake by 9.4% in Q2 2026, buying an estimated $10.4M and bringing the position to 880,250 shares worth $127M. The position accounts for 0.03% of the portfolio, ranked #549.
LPL Financial first reported a position in BNY in Q2 2013 and has held it in 53 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- LPL Financial held 880,250 shares of Bank of New York Mellon worth $127M as of Q2 2026.
- LPL Financial bought 75,882 Bank of New York Mellon shares in Q2 2026, an estimated $10.4M.
- Bank of New York Mellon made up 0.03% of LPL Financial's portfolio in Q2 2026, its #549 holding.
- LPL Financial first reported a position in Bank of New York Mellon in Q2 2013 and has held it in 53 quarters since.
- 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.