PKS Advisory Services’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
$3.75M Sell
25,939
-923
-3% -$126K 0.6% 29
2026
Q1
$3.19M Buy
26,862
+111
+0.4% +$13.2K 0.74% 24
2025
Q4
$3.11M Sell
26,751
-158
-0.6% -$17.5K 0.71% 25
2025
Q3
$2.93M Buy
26,909
+320
+1% +$32.6K 0.61% 28
2025
Q2
$2.42M Buy
26,589
+45
+0.2% +$3.82K 0.6% 31
2025
Q1
$2.23M Buy
26,544
+323
+1% +$27.1K 0.61% 34
2024
Q4
$2.01M Buy
+26,221
New +$2.03M 0.5% 34

Other funds holding BNY

PKS Advisory Services's BNY Position: Q2 2026 in Review

PKS Advisory Services reduced its Bank of New York Mellon (BNY) stake by 3.4% in Q2 2026, selling an estimated $126K and leaving 25,939 shares worth $3.75M. The position accounts for 0.6% of the portfolio, ranked #29.

PKS Advisory Services first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • PKS Advisory Services held 25,939 shares of Bank of New York Mellon worth $3.75M as of Q2 2026.
  • PKS Advisory Services sold 923 Bank of New York Mellon shares in Q2 2026, an estimated $126K.
  • Bank of New York Mellon made up 0.6% of PKS Advisory Services's portfolio in Q2 2026, its #29 holding.
  • PKS Advisory Services first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.