Nicolet 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
2025
Q4
$481K Buy
3,986
+129
+3% +$14.3K 0.03% 235
2025
Q3
$412K Buy
3,857
+4
+0.1% +$408 0.03% 255
2025
Q2
$385K Buy
3,853
+1,130
+41% +$96K 0.03% 255
2025
Q1
$209K Buy
+2,723
New +$229K 0.02% 354

Other funds holding BNY

Nicolet Advisory Services's BNY Position: Q4 2025 in Review

Nicolet Advisory Services increased its Bank of New York Mellon (BNY) stake by 3.3% in Q4 2025, buying an estimated $14.3K and bringing the position to 3,986 shares worth $481K. The position accounts for 0.03% of the portfolio, ranked #235.

Nicolet Advisory Services first reported a position in BNY in Q1 2025 and has held it in 4 quarters since. 1,760 funds tracked by Wall St. Rank hold BNY as of Q4 2025.

  • Nicolet Advisory Services held 3,986 shares of Bank of New York Mellon worth $481K as of Q4 2025.
  • Nicolet Advisory Services bought 129 Bank of New York Mellon shares in Q4 2025, an estimated $14.3K.
  • Bank of New York Mellon made up 0.03% of Nicolet Advisory Services's portfolio in Q4 2025, its #235 holding.
  • Nicolet Advisory Services first reported a position in Bank of New York Mellon in Q1 2025 and has held it in 4 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.