NewEdge 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
$72.7M Sell
502,866
-7,090
-1% -$969K 0.22% 85
2026
Q1
$60.5M Sell
509,956
-5,663
-1% -$673K 0.22% 86
2025
Q4
$59.9M Sell
515,619
-5,302
-1% -$587K 0.22% 88
2025
Q3
$56.8M Buy
520,921
+7,798
+2% +$795K 0.26% 73
2025
Q2
$46.8M Buy
513,123
+26,607
+5% +$2.26M 0.24% 84
2025
Q1
$40.8M Buy
486,516
+53,314
+12% +$4.48M 0.24% 93
2024
Q4
$33.3M Buy
433,202
+407,054
+1,557% +$31.5M 0.2% 108
2024
Q3
$1.88M Sell
26,148
-2,448
-9% -$161K 0.01% 820
2024
Q2
$1.71M Buy
28,596
+11,457
+67% +$663K 0.01% 824
2024
Q1
$988K Buy
17,139
+95
+0.6% +$5.23K 0.01% 1006
2023
Q4
$887K Sell
17,044
-308
-2% -$14.2K 0.01% 995
2023
Q3
$740K Buy
17,352
+1,640
+10% +$73.1K 0.01% 1000
2023
Q2
$700K Sell
15,712
-143
-0.9% -$6.14K 0.01% 1029
2023
Q1
$720K Sell
15,855
-1,353
-8% -$65.6K 0.01% 942
2022
Q4
$88.9K Buy
17,208
+1,691
+11% +$72.5K ﹤0.01% 1482
2022
Q3
$598K Buy
15,517
+415
+3% +$17.7K 0.01% 879
2022
Q2
$630K Buy
15,102
+455
+3% +$20.3K 0.01% 879
2022
Q1
$727K Sell
14,647
-406
-3% -$23.1K 0.01% 741
2021
Q4
$874K Buy
15,053
+389
+3% +$22.4K 0.01% 798
2021
Q3
$760K Sell
14,664
-103
-0.7% -$5.35K 0.02% 620
2021
Q2
$756K Buy
14,767
+1,083
+8% +$54.2K 0.02% 602
2021
Q1
$647K Buy
13,684
+2,983
+28% +$131K 0.02% 594
2020
Q4
$454K Sell
10,701
-5,203
-33% -$200K 0.01% 647
2020
Q3
$546K Sell
15,904
-771
-5% -$28.1K 0.02% 546
2020
Q2
$644K Sell
16,675
-9,885
-37% -$362K 0.03% 474
2020
Q1
$895K Buy
26,560
+9,292
+54% +$390K 0.04% 332
2019
Q4
$869K Sell
17,268
-166
-1% -$7.92K 0.03% 386
2019
Q3
$788K Sell
17,434
-369
-2% -$16.4K 0.04% 384
2019
Q2
$786K Buy
17,803
+792
+5% +$37.2K 0.05% 309
2019
Q1
$858K Sell
17,011
-4,562
-21% -$235K 0.06% 295
2018
Q4
$1.01K Buy
21,573
+2,592
+14% +$126K 0.07% 253
2018
Q3
$968K Buy
18,981
+3,455
+22% +$182K 0.07% 238
2018
Q2
$840 Buy
15,526
+1,233
+9% +$68K 0.08% 225
2018
Q1
$717K Buy
14,293
+2,411
+20% +$134K 0.08% 226
2017
Q4
$654K Buy
11,882
+6,352
+115% +$338K 0.09% 207
2017
Q3
$300K Buy
5,530
+1,034
+23% +$54.3K 0.05% 279
2017
Q2
$233K Buy
+4,496
New +$215K 0.04% 291

Other funds holding BNY

NewEdge Advisors's BNY Position: Q2 2026 in Review

NewEdge Advisors reduced its Bank of New York Mellon (BNY) stake by 1.4% in Q2 2026, selling an estimated $969K and leaving 502,866 shares worth $72.7M. The position accounts for 0.22% of the portfolio, ranked #85.

NewEdge Advisors first reported a position in BNY in Q2 2017 and has held it in 37 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • NewEdge Advisors held 502,866 shares of Bank of New York Mellon worth $72.7M as of Q2 2026.
  • NewEdge Advisors sold 7,090 Bank of New York Mellon shares in Q2 2026, an estimated $969K.
  • Bank of New York Mellon made up 0.22% of NewEdge Advisors's portfolio in Q2 2026, its #85 holding.
  • NewEdge Advisors first reported a position in Bank of New York Mellon in Q2 2017 and has held it in 37 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.