Next Level Private’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
$704K Buy
4,869
+22
+0.5% +$3.01K 0.14% 100
2026
Q1
$575K Sell
4,847
-7
-0.1% -$832 0.13% 104
2025
Q4
$563K Buy
4,854
+70
+1% +$7.75K 0.15% 96
2025
Q3
$509K Buy
4,784
+54
+1% +$5.51K 0.15% 96
2025
Q2
$431K Sell
4,730
-35
-0.7% -$2.97K 0.14% 102
2025
Q1
$400K Buy
4,765
+65
+1% +$5.46K 0.15% 97
2024
Q4
$361K Buy
4,700
+7
+0.1% +$541 0.15% 97
2024
Q3
$337K Buy
4,693
+92
+2% +$6.05K 0.14% 100
2024
Q2
$276K Buy
4,601
+48
+1% +$2.78K 0.13% 106
2024
Q1
$262K Buy
4,553
+7
+0.2% +$385 0.12% 108
2023
Q4
$237K Buy
+4,546
New +$209K 0.13% 94
2022
Q1
Sell
-3,529
Closed -$205K 90
2021
Q4
$205K Buy
+3,529
New +$203K 0.17% 82

Other funds holding BNY

Next Level Private's BNY Position: Q2 2026 in Review

Next Level Private increased its Bank of New York Mellon (BNY) stake by 0.45% in Q2 2026, buying an estimated $3.01K and bringing the position to 4,869 shares worth $704K. The position accounts for 0.14% of the portfolio, ranked #100.

Next Level Private first reported a position in BNY in Q4 2021 and has held it in 12 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Next Level Private held 4,869 shares of Bank of New York Mellon worth $704K as of Q2 2026.
  • Next Level Private bought 22 Bank of New York Mellon shares in Q2 2026, an estimated $3.01K.
  • Bank of New York Mellon made up 0.14% of Next Level Private's portfolio in Q2 2026, its #100 holding.
  • Next Level Private first reported a position in Bank of New York Mellon in Q4 2021 and has held it in 12 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.