Northstar Advisory Group’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
$4.38M Buy
30,278
+419
+1% +$57.3K 1.36% 20
2026
Q1
$3.54M Sell
29,859
-6,534
-18% -$777K 1.32% 19
2025
Q4
$4.22M Sell
36,393
-13,107
-26% -$1.45M 1.5% 21
2025
Q3
$5.39M Buy
49,500
+6,270
+15% +$639K 2.2% 13
2025
Q2
$3.94M Buy
43,230
+8,555
+25% +$726K 1.92% 13
2025
Q1
$2.91M Buy
+34,675
New +$2.91M 1.9% 14

Other funds holding BNY

Northstar Advisory Group's BNY Position: Q2 2026 in Review

Northstar Advisory Group increased its Bank of New York Mellon (BNY) stake by 1.4% in Q2 2026, buying an estimated $57.3K and bringing the position to 30,278 shares worth $4.38M. The position accounts for 1.36% of the portfolio, ranked #20.

Northstar Advisory Group first reported a position in BNY in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.39M in Q3 2025. 1,881 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Northstar Advisory Group held 30,278 shares of Bank of New York Mellon worth $4.38M as of Q2 2026.
  • Northstar Advisory Group bought 419 Bank of New York Mellon shares in Q2 2026, an estimated $57.3K.
  • Bank of New York Mellon made up 1.36% of Northstar Advisory Group's portfolio in Q2 2026, its #20 holding.
  • Northstar Advisory Group first reported a position in Bank of New York Mellon in Q1 2025 and has held it in 6 quarters since.
  • Northstar Advisory Group's Bank of New York Mellon position peaked at $5.39M in Q3 2025.
  • 1,881 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.