Pinnacle Wealth Management 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
$817K Buy
5,651
+764
+16% +$104K 0.05% 206
2026
Q1
$580K Sell
4,887
-1,133
-19% -$135K 0.04% 247
2025
Q4
$699K Buy
6,020
+2,043
+51% +$226K 0.05% 207
2025
Q3
$433K Sell
3,977
-75
-2% -$7.65K 0.03% 256
2025
Q2
$369K Sell
4,052
-132
-3% -$11.2K 0.03% 269
2025
Q1
$351K Buy
4,184
+95
+2% +$7.98K 0.03% 260
2024
Q4
$314K Sell
4,089
-22
-0.5% -$1.7K 0.03% 276
2024
Q3
$295K Sell
4,111
-213
-5% -$14K 0.03% 284
2024
Q2
$259K Buy
4,324
+100
+2% +$5.79K 0.03% 291
2024
Q1
$243K Sell
4,224
-23
-0.5% -$1.27K 0.03% 301
2023
Q4
$221K Buy
+4,247
New +$196K 0.03% 301
2023
Q2
– Sell
-4,477
Closed -$203K – 334
2023
Q1
$203K Buy
+4,477
New +$217K 0.03% 301

Other funds holding BNY

Pinnacle Wealth Management Advisory Group's BNY Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Bank of New York Mellon (BNY) stake by 16% in Q2 2026, buying an estimated $104K and bringing the position to 5,651 shares worth $817K. The position accounts for 0.05% of the portfolio, ranked #206.

Pinnacle Wealth Management Advisory Group first reported a position in BNY in Q1 2023 and has held it in 12 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 5,651 shares of Bank of New York Mellon worth $817K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group bought 764 Bank of New York Mellon shares in Q2 2026, an estimated $104K.
  • Bank of New York Mellon made up 0.05% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #206 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Bank of New York Mellon in Q1 2023 and has held it in 12 quarters since.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.