Mutual 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
$515K Buy
3,559
+376
+12% +$51.4K 0.01% 922
2026
Q1
$378K Buy
3,183
+160
+5% +$19K 0.01% 1022
2025
Q4
$351K Sell
3,023
-188
-6% -$20.8K 0.01% 1022
2025
Q3
$343K Sell
3,211
-2,447
-43% -$250K 0.01% 1013
2025
Q2
$571K Buy
5,658
+758
+15% +$64.4K 0.01% 723
2025
Q1
$385K Buy
4,900
+246
+5% +$20.7K 0.01% 817
2024
Q4
$383K Sell
4,654
-3
-0.1% -$232 0.01% 801
2024
Q3
$356K Buy
4,657
+186
+4% +$12.2K 0.01% 824
2024
Q2
$289K Sell
4,471
-215
-5% -$12.4K 0.01% 903
2024
Q1
$270K Buy
+4,686
New +$258K 0.01% 909
2021
Q2
Sell
-7,098
Closed -$336K 823
2021
Q1
$336K Sell
7,098
-516
-7% -$22.7K 0.02% 598
2020
Q4
$323K Buy
+7,614
New +$292K 0.02% 583
2020
Q3
Sell
-5,560
Closed -$215K 674
2020
Q2
$215K Buy
+5,560
New +$203K 0.02% 587
2020
Q1
Sell
-5,991
Closed -$302K 574
2019
Q4
$302K Sell
5,991
-1
-0% -$48 0.03% 458
2019
Q3
$271K Buy
5,992
+185
+3% +$8.24K 0.04% 445
2019
Q2
$256K Buy
5,807
+636
+12% +$29.9K 0.03% 478
2019
Q1
$261K Sell
5,171
-245
-5% -$12.6K 0.04% 391
2018
Q4
$255K Hold
5,416
0.05% 359
2018
Q3
$276K Hold
5,416
0.04% 383
2018
Q2
$292K Sell
5,416
-300
-5% -$16.6K 0.07% 332
2018
Q1
$295K Buy
5,716
+665
+13% +$37K 0.07% 309
2017
Q4
$272K Buy
+5,051
New +$269K 0.1% 230

Other funds holding BNY

Mutual Advisors's BNY Position: Q2 2026 in Review

Mutual Advisors increased its Bank of New York Mellon (BNY) stake by 12% in Q2 2026, buying an estimated $51.4K and bringing the position to 3,559 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #922.

Mutual Advisors first reported a position in BNY in Q4 2017 and has held it in 22 quarters since. The position peaked at $571K in Q2 2025. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Mutual Advisors held 3,559 shares of Bank of New York Mellon worth $515K as of Q2 2026.
  • Mutual Advisors bought 376 Bank of New York Mellon shares in Q2 2026, an estimated $51.4K.
  • Bank of New York Mellon made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #922 holding.
  • Mutual Advisors first reported a position in Bank of New York Mellon in Q4 2017 and has held it in 22 quarters since.
  • Mutual Advisors's Bank of New York Mellon position peaked at $571K in Q2 2025.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.