Patriot Financial Group Insurance Agency’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 | $2.91M | Sell |
20,136
-24,626
| -55% | -$3.37M | 0.3% | 95 |
|
|
2026
Q1 | $5.31M | Buy |
44,762
+23,898
| +115% | +$2.84M | 0.3% | 93 |
|
|
2025
Q4 | $2.42M | Sell |
20,864
-1,019
| -5% | -$113K | 0.29% | 95 |
|
|
2025
Q3 | $2.38M | Sell |
21,883
-413
| -2% | -$42.1K | 0.31% | 84 |
|
|
2025
Q2 | $2.03M | Buy |
22,296
+3,707
| +20% | +$315K | 0.23% | 106 |
|
|
2025
Q1 | $1.56M | Buy |
18,589
+1,048
| +6% | +$88.1K | 0.21% | 118 |
|
|
2024
Q4 | $1.35M | Buy |
17,541
+857
| +5% | +$66.2K | 0.18% | 128 |
|
|
2024
Q3 | $1.2M | Buy |
16,684
+1,596
| +11% | +$105K | 0.16% | 148 |
|
|
2024
Q2 | $904K | Buy |
15,088
+1,966
| +15% | +$114K | 0.13% | 176 |
|
|
2024
Q1 | $756K | Buy |
13,122
+2,571
| +24% | +$142K | 0.12% | 190 |
|
|
2023
Q4 | $549K | Buy |
10,551
+971
| +10% | +$44.7K | 0.1% | 235 |
|
|
2023
Q3 | $409K | Buy |
9,580
+1,355
| +16% | +$60.4K | 0.08% | 278 |
|
|
2023
Q2 | $366K | Buy |
8,225
+1,291
| +19% | +$55.4K | 0.07% | 297 |
|
|
2023
Q1 | $315K | Buy |
6,934
+1,393
| +25% | +$67.5K | 0.06% | 324 |
|
|
2022
Q4 | $252K | Buy |
+5,541
| New | +$238K | 0.03% | 348 |
|
|
2022
Q3 | – | Sell |
-4,667
| Closed | -$195K | – | 574 |
|
|
2022
Q2 | $195K | Buy |
4,667
+1,321
| +39% | +$58.8K | 0.04% | 385 |
|
|
2022
Q1 | $166K | Buy |
3,346
+627
| +23% | +$35.6K | 0.03% | 448 |
|
|
2021
Q4 | $158K | Sell |
2,719
-20
| -0.7% | -$1.15K | 0.03% | 519 |
|
|
2021
Q3 | $142K | Buy |
2,739
+655
| +31% | +$34K | 0.03% | 542 |
|
|
2021
Q2 | $107K | Buy |
2,084
+726
| +53% | +$36.3K | 0.02% | 601 |
|
|
2021
Q1 | $64K | Buy |
1,358
+536
| +65% | +$23.6K | 0.01% | 687 |
|
|
2020
Q4 | $35K | Buy |
822
+102
| +14% | +$3.92K | 0.01% | 793 |
|
|
2020
Q3 | $25K | Buy |
720
+64
| +10% | +$2.33K | 0.01% | 725 |
|
|
2020
Q2 | $25K | Buy |
656
+362
| +123% | +$13.2K | 0.01% | 680 |
|
|
2020
Q1 | $10K | Hold |
294
| – | – | ﹤0.01% | 850 |
|
|
2019
Q4 | $15K | Hold |
294
| – | – | 0.01% | 740 |
|
|
2019
Q3 | $13K | Sell |
294
-616
| -68% | -$27.4K | 0.01% | 745 |
|
|
2019
Q2 | $40K | Hold |
910
| – | – | 0.02% | 469 |
|
|
2019
Q1 | $46K | Sell |
910
-340
| -27% | -$17.5K | 0.02% | 399 |
|
|
2018
Q4 | $59K | Buy |
1,250
+398
| +47% | +$19.3K | 0.04% | 291 |
|
|
2018
Q3 | $43K | Buy |
852
+607
| +248% | +$31.9K | 0.03% | 324 |
|
|
2018
Q2 | $13K | Buy |
245
+133
| +119% | +$7.34K | 0.01% | 357 |
|
|
2018
Q1 | $6K | Buy |
+112
| New | +$6.23K | ﹤0.01% | 681 |
|
Other funds holding BNY
Patriot Financial Group Insurance Agency's BNY Position: Q2 2026 in Review
Patriot Financial Group Insurance Agency reduced its Bank of New York Mellon (BNY) stake by 55% in Q2 2026, selling an estimated $3.37M and leaving 20,136 shares worth $2.91M. The position accounts for 0.3% of the portfolio, ranked #95.
Patriot Financial Group Insurance Agency first reported a position in BNY in Q1 2018 and has held it in 33 quarters since. The position peaked at $5.31M in Q1 2026. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Patriot Financial Group Insurance Agency held 20,136 shares of Bank of New York Mellon worth $2.91M as of Q2 2026.
- Patriot Financial Group Insurance Agency sold 24,626 Bank of New York Mellon shares in Q2 2026, an estimated $3.37M.
- Bank of New York Mellon made up 0.3% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #95 holding.
- Patriot Financial Group Insurance Agency first reported a position in Bank of New York Mellon in Q1 2018 and has held it in 33 quarters since.
- Patriot Financial Group Insurance Agency's Bank of New York Mellon position peaked at $5.31M in Q1 2026.
- 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.