OneDigital Investment 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 | $2.52M | Sell |
17,441
-4,367
| -20% | -$597K | 0.02% | 444 |
|
|
2026
Q1 | $2.59M | Sell |
21,808
-4,150
| -16% | -$494K | 0.03% | 412 |
|
|
2025
Q4 | $3.01M | Buy |
25,958
+1,161
| +5% | +$128K | 0.03% | 372 |
|
|
2025
Q3 | $2.7M | Buy |
24,797
+283
| +1% | +$28.9K | 0.03% | 372 |
|
|
2025
Q2 | $2.23M | Sell |
24,514
-39
| -0.2% | -$3.31K | 0.02% | 404 |
|
|
2025
Q1 | $2.06M | Sell |
24,553
-823
| -3% | -$69.2K | 0.02% | 404 |
|
|
2024
Q4 | $1.95M | Buy |
25,376
+435
| +2% | +$33.6K | 0.02% | 426 |
|
|
2024
Q3 | $1.79M | Buy |
24,941
+259
| +1% | +$17K | 0.02% | 467 |
|
|
2024
Q2 | $1.48M | Buy |
24,682
+6,017
| +32% | +$348K | 0.02% | 496 |
|
|
2024
Q1 | $1.08M | Sell |
18,665
-1,906
| -9% | -$105K | 0.02% | 483 |
|
|
2023
Q4 | $1.07M | Buy |
20,571
+6,537
| +47% | +$301K | 0.02% | 454 |
|
|
2023
Q3 | $599K | Sell |
14,034
-344
| -2% | -$15.3K | 0.01% | 578 |
|
|
2023
Q2 | $640K | Buy |
14,378
+420
| +3% | +$18K | 0.01% | 549 |
|
|
2023
Q1 | $634K | Buy |
13,958
+3,239
| +30% | +$157K | 0.01% | 530 |
|
|
2022
Q4 | $488K | Sell |
10,719
-8,711
| -45% | -$374K | 0.01% | 530 |
|
|
2022
Q3 | $748K | Buy |
19,430
+7,598
| +64% | +$324K | 0.03% | 359 |
|
|
2022
Q2 | $494K | Sell |
11,832
-851
| -7% | -$37.9K | 0.02% | 419 |
|
|
2022
Q1 | $629K | Buy |
12,683
+8,461
| +200% | +$481K | 0.02% | 377 |
|
|
2021
Q4 | $245K | Sell |
4,222
-1,311
| -24% | -$75.4K | 0.01% | 657 |
|
|
2021
Q3 | $287K | Buy |
5,533
+107
| +2% | +$5.56K | 0.01% | 587 |
|
|
2021
Q2 | $278K | Buy |
5,426
+1,189
| +28% | +$59.5K | 0.01% | 574 |
|
|
2021
Q1 | $200K | Buy |
+4,237
| New | +$186K | 0.01% | 627 |
|
|
2020
Q3 | – | Sell |
-6,812
| Closed | -$263K | – | 660 |
|
|
2020
Q2 | $263K | Sell |
6,812
-412
| -6% | -$15.1K | 0.02% | 478 |
|
|
2020
Q1 | $243K | Buy |
7,224
+167
| +2% | +$7.01K | 0.02% | 423 |
|
|
2019
Q4 | $355K | Sell |
7,057
-23
| -0.3% | -$1.1K | 0.03% | 375 |
|
|
2019
Q3 | $320K | Buy |
7,080
+4,192
| +145% | +$187K | 0.03% | 364 |
|
|
2019
Q2 | $128K | Buy |
2,888
+1,250
| +76% | +$58.7K | 0.01% | 439 |
|
|
2019
Q1 | $83K | Sell |
1,638
-148
| -8% | -$7.63K | 0.01% | 400 |
|
|
2018
Q4 | $84K | Sell |
1,786
-25
| -1% | -$1.21K | 0.01% | 364 |
|
|
2018
Q3 | $92K | Sell |
1,811
-55
| -3% | -$2.89K | 0.02% | 285 |
|
|
2018
Q2 | $101K | Sell |
1,866
-85
| -4% | -$4.69K | 0.02% | 332 |
|
|
2018
Q1 | $101K | Sell |
1,951
-500
| -20% | -$27.8K | 0.02% | 340 |
|
|
2017
Q4 | $132K | Hold |
2,451
| – | – | 0.02% | 290 |
|
|
2017
Q3 | $130K | Sell |
2,451
-15
| -0.6% | -$787 | 0.05% | 188 |
|
|
2017
Q2 | $126K | Buy |
+2,466
| New | +$118K | 0.04% | 267 |
|
Other funds holding BNY
OneDigital Investment Advisors's BNY Position: Q2 2026 in Review
OneDigital Investment Advisors reduced its Bank of New York Mellon (BNY) stake by 20% in Q2 2026, selling an estimated $597K and leaving 17,441 shares worth $2.52M. The position accounts for 0.02% of the portfolio, ranked #444.
OneDigital Investment Advisors first reported a position in BNY in Q2 2017 and has held it in 35 quarters since. The position peaked at $3.01M in Q4 2025. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- OneDigital Investment Advisors held 17,441 shares of Bank of New York Mellon worth $2.52M as of Q2 2026.
- OneDigital Investment Advisors sold 4,367 Bank of New York Mellon shares in Q2 2026, an estimated $597K.
- Bank of New York Mellon made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #444 holding.
- OneDigital Investment Advisors first reported a position in Bank of New York Mellon in Q2 2017 and has held it in 35 quarters since.
- OneDigital Investment Advisors's Bank of New York Mellon position peaked at $3.01M in Q4 2025.
- 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.