N.E.W. 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
$31.8K Hold
220
﹤0.01% 456
2026
Q1
$26.1K Hold
220
﹤0.01% 462
2025
Q4
$25.5K Hold
220
﹤0.01% 455
2025
Q3
$24K Hold
220
﹤0.01% 429
2025
Q2
$20K Hold
220
﹤0.01% 463
2025
Q1
$18.5K Buy
+220
New +$18.5K ﹤0.01% 503

Other funds holding BNY

N.E.W. Advisory Services's BNY Position: Q2 2026 in Review

N.E.W. Advisory Services held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 220 shares worth $31.8K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

N.E.W. Advisory Services first reported a position in BNY in Q1 2025 and has held it in 6 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • N.E.W. Advisory Services held 220 shares of Bank of New York Mellon worth $31.8K as of Q2 2026.
  • N.E.W. Advisory Services left its Bank of New York Mellon share count unchanged in Q2 2026.
  • Bank of New York Mellon made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #456 holding.
  • N.E.W. Advisory Services first reported a position in Bank of New York Mellon in Q1 2025 and has held it in 6 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.