PKS Advisory Services’s Bank of New York Mellon BNY Stock Holding History

PKS Advisory Services’s Portfolio BNY Stock Details BNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.75M	Hold	25,939	–	–	0.6%	29
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

PKS Advisory Services's BNY Position: Q3 2026 in Review

PKS Advisory Services held its Bank of New York Mellon (BNY) position steady in Q3 2026 at 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 8 quarters since. 936 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

PKS Advisory Services held 25,939 shares of Bank of New York Mellon worth $3.75M as of Q3 2026.
PKS Advisory Services left its Bank of New York Mellon share count unchanged in Q3 2026.
Bank of New York Mellon made up 0.6% of PKS Advisory Services's portfolio in Q3 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 8 quarters since.
936 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on PKS Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.