Optivise Advisory Services’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Optivise Advisory Services's BNY Position: Q2 2026 in Review
Optivise Advisory Services increased its Bank of New York Mellon (BNY) stake by 16% in Q2 2026, buying an estimated $50.6K and bringing the position to 2,630 shares worth $380K. The position accounts for 0.19% of the portfolio, ranked #135.
Optivise Advisory Services first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Optivise Advisory Services held 2,630 shares of Bank of New York Mellon worth $380K as of Q2 2026.
- Optivise Advisory Services bought 370 Bank of New York Mellon shares in Q2 2026, an estimated $50.6K.
- Bank of New York Mellon made up 0.19% of Optivise Advisory Services's portfolio in Q2 2026, its #135 holding.
- Optivise Advisory Services first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
- 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.