Matthew Goff Investment Advisor’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 | $36M | Sell |
248,785
-6,888
| -3% | -$942K | 6.07% | 4 |
|
|
2026
Q1 | $30.3M | Sell |
255,673
-5,338
| -2% | -$635K | 5.06% | 4 |
|
|
2025
Q4 | $30.3M | Sell |
261,011
-11,949
| -4% | -$1.32M | 5.37% | 4 |
|
|
2025
Q3 | $29.7M | Sell |
272,960
-1,900
| -0.7% | -$194K | 5.08% | 4 |
|
|
2025
Q2 | $25M | Sell |
274,860
-3,425
| -1% | -$291K | 4.63% | 3 |
|
|
2025
Q1 | $23.3M | Sell |
278,285
-3,720
| -1% | -$313K | 4.31% | 4 |
|
|
2024
Q4 | $21.7M | Sell |
282,005
-279
| -0.1% | -$21.6K | 4.03% | 6 |
|
|
2024
Q3 | $20.3M | Sell |
282,284
-2,165
| -0.8% | -$142K | 3.86% | 3 |
|
|
2024
Q2 | $17M | Buy |
284,449
+3,336
| +1% | +$193K | 3.48% | 7 |
|
|
2024
Q1 | $16.2M | Buy |
281,113
+4,792
| +2% | +$264K | 3.28% | 7 |
|
|
2023
Q4 | $14.4M | Sell |
276,321
-1,224
| -0.4% | -$56.4K | 3.19% | 10 |
|
|
2023
Q3 | $11.8M | Sell |
277,545
-2,161
| -0.8% | -$96.3K | 2.85% | 11 |
|
|
2023
Q2 | $12.4M | Buy |
279,706
+2,951
| +1% | +$127K | 2.92% | 11 |
|
|
2023
Q1 | $12.6M | Buy |
276,755
+227
| +0.1% | +$11K | 3.12% | 9 |
|
|
2022
Q4 | $12.6M | Sell |
276,528
-959
| -0.3% | -$41.1K | 3.28% | 9 |
|
|
2022
Q3 | $10.7M | Buy |
277,487
+1,655
| +0.6% | +$70.6K | 3.06% | 10 |
|
|
2022
Q2 | $11.5M | Buy |
275,832
+17,433
| +7% | +$777K | 3.1% | 10 |
|
|
2022
Q1 | $12.8M | Buy |
258,399
+2,201
| +0.9% | +$125K | 3.01% | 11 |
|
|
2021
Q4 | $14.9M | Sell |
256,198
-347
| -0.1% | -$20K | 3.41% | 7 |
|
|
2021
Q3 | $13.3M | Buy |
256,545
+2,008
| +0.8% | +$104K | 3.26% | 7 |
|
|
2021
Q2 | $13M | Buy |
254,537
+24,970
| +11% | +$1.25M | 3.31% | 8 |
|
|
2021
Q1 | $10.9M | Sell |
229,567
-1,789
| -0.8% | -$78.7K | 3.06% | 7 |
|
|
2020
Q4 | $9.82M | Buy |
231,356
+4,435
| +2% | +$170K | 2.92% | 10 |
|
|
2020
Q3 | $7.79M | Buy |
226,921
+85,769
| +61% | +$3.12M | 2.49% | 15 |
|
|
2020
Q2 | $5.46M | Buy |
141,152
+1,890
| +1% | +$69.2K | 1.79% | 21 |
|
|
2020
Q1 | $4.69M | Buy |
139,262
+9,641
| +7% | +$405K | 1.97% | 21 |
|
|
2019
Q4 | $6.52M | Sell |
129,621
-14
| -0% | -$668 | 2.42% | 16 |
|
|
2019
Q3 | $5.86M | Buy |
129,635
+1,261
| +1% | +$56.1K | 2.42% | 16 |
|
|
2019
Q2 | $5.67M | Buy |
128,374
+2,897
| +2% | +$136K | 2.43% | 18 |
|
|
2019
Q1 | $6.33M | Buy |
125,477
+16
| +0% | +$825 | 2.92% | 13 |
|
|
2018
Q4 | $5.91M | Buy |
125,461
+2,839
| +2% | +$138K | 3% | 12 |
|
|
2018
Q3 | $6.25M | Buy |
122,622
+1,577
| +1% | +$83K | 2.51% | 16 |
|
|
2018
Q2 | $6.53M | Buy |
121,045
+10,362
| +9% | +$572K | 2.55% | 13 |
|
|
2018
Q1 | $5.7M | Buy |
110,683
+3,110
| +3% | +$173K | 2.39% | 15 |
|
|
2017
Q4 | $5.79M | Buy |
107,573
+860
| +0.8% | +$45.8K | 2.49% | 14 |
|
|
2017
Q3 | $5.66M | Buy |
106,713
+4,087
| +4% | +$214K | 2.43% | 13 |
|
|
2017
Q2 | $5.24M | Buy |
102,626
+2,774
| +3% | +$133K | 4.7% | 6 |
|
|
2017
Q1 | $4.72M | Buy |
+99,852
| New | +$4.67M | 4.51% | 8 |
|
Other funds holding BNY
Matthew Goff Investment Advisor's BNY Position: Q2 2026 in Review
Matthew Goff Investment Advisor reduced its Bank of New York Mellon (BNY) stake by 2.7% in Q2 2026, selling an estimated $942K and leaving 248,785 shares worth $36M. The position accounts for 6.07% of the portfolio, ranked #4.
Matthew Goff Investment Advisor first reported a position in BNY in Q1 2017 and has held it in 38 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Matthew Goff Investment Advisor held 248,785 shares of Bank of New York Mellon worth $36M as of Q2 2026.
- Matthew Goff Investment Advisor sold 6,888 Bank of New York Mellon shares in Q2 2026, an estimated $942K.
- Bank of New York Mellon made up 6.07% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #4 holding.
- Matthew Goff Investment Advisor first reported a position in Bank of New York Mellon in Q1 2017 and has held it in 38 quarters since.
- 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.