Plante Moran Financial Advisors’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 | $1.45K | Buy |
+10
| New | +$1.37K | ﹤0.01% | 809 |
|
|
2023
Q2 | – | Sell |
-800
| Closed | -$36.4K | – | 796 |
|
|
2023
Q1 | $36.4K | Hold |
800
| – | – | 0.01% | 339 |
|
|
2022
Q4 | $36.4K | Hold |
800
| – | – | 0.01% | 357 |
|
|
2022
Q3 | $31K | Hold |
800
| – | – | 0.01% | 376 |
|
|
2022
Q2 | $33K | Sell |
800
-163
| -17% | -$7.26K | 0.01% | 372 |
|
|
2022
Q1 | $48K | Hold |
963
| – | – | 0.01% | 338 |
|
|
2021
Q4 | $56K | Hold |
963
| – | – | 0.01% | 339 |
|
|
2021
Q3 | $50K | Buy |
963
+163
| +20% | +$8.47K | 0.01% | 382 |
|
|
2021
Q2 | $41K | Buy |
+800
| New | +$40K | 0.01% | 413 |
|
|
2020
Q1 | – | Sell |
-607
| Closed | -$31K | – | 731 |
|
|
2019
Q4 | $31K | Hold |
607
| – | – | 0.01% | 396 |
|
|
2019
Q3 | $27K | Hold |
607
| – | – | 0.01% | 434 |
|
|
2019
Q2 | $27K | Buy |
+607
| New | +$28.5K | 0.01% | 436 |
|
|
2019
Q1 | – | Sell |
-134
| Closed | -$6K | – | 781 |
|
|
2018
Q4 | $6K | Buy |
+134
| New | +$6.51K | ﹤0.01% | 565 |
|
|
2018
Q3 | – | Sell |
-797
| Closed | -$43K | – | 760 |
|
|
2018
Q2 | $43K | Buy |
797
+460
| +136% | +$25.4K | 0.02% | 356 |
|
|
2018
Q1 | $17K | Hold |
337
| – | – | 0.01% | 528 |
|
|
2017
Q4 | $18K | Hold |
337
| – | – | 0.01% | 512 |
|
|
2017
Q3 | $18K | Hold |
337
| – | – | 0.01% | 474 |
|
|
2017
Q2 | $17K | Sell |
337
-3
| -0.9% | -$143 | 0.01% | 490 |
|
|
2017
Q1 | $16K | Sell |
340
-175
| -34% | -$8.19K | 0.01% | 511 |
|
|
2016
Q4 | $24K | Buy |
515
+175
| +51% | +$7.89K | 0.02% | 457 |
|
|
2016
Q3 | $14K | Hold |
340
| – | – | 0.01% | 538 |
|
|
2016
Q2 | $13K | Hold |
340
| – | – | 0.01% | 488 |
|
|
2016
Q1 | $13K | Hold |
340
| – | – | 0.01% | 441 |
|
|
2015
Q4 | $14K | Hold |
340
| – | – | 0.01% | 508 |
|
|
2015
Q3 | $13K | Hold |
340
| – | – | 0.01% | 442 |
|
|
2015
Q2 | $14K | Hold |
340
| – | – | 0.01% | 472 |
|
|
2015
Q1 | $14K | Hold |
340
| – | – | 0.01% | 459 |
|
|
2014
Q4 | $14K | Hold |
340
| – | – | 0.01% | 465 |
|
|
2014
Q3 | $13K | Hold |
340
| – | – | 0.01% | 480 |
|
|
2014
Q2 | $13K | Buy |
+340
| New | +$11.8K | 0.01% | 454 |
|
|
2014
Q1 | – | Sell |
-700
| Closed | -$24K | – | 626 |
|
|
2013
Q4 | $24K | Buy |
+700
| New | +$22.8K | 0.01% | 326 |
|
Other funds holding BNY
Plante Moran Financial Advisors's BNY Position: Q2 2026 in Review
Plante Moran Financial Advisors opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 10 shares worth $1.45K. The stake represents ﹤0.01% of the portfolio and ranks #809 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in BNY as recently as Q1 2023.
Plante Moran Financial Advisors first reported a position in BNY in Q4 2013 and has held it in 31 quarters since. The position peaked at $56K in Q4 2021. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Plante Moran Financial Advisors held 10 shares of Bank of New York Mellon worth $1.45K as of Q2 2026.
- Bank of New York Mellon was a new Plante Moran Financial Advisors position in Q2 2026.
- Bank of New York Mellon made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #809 holding.
- Plante Moran Financial Advisors first reported a position in Bank of New York Mellon in Q4 2013 and has held it in 31 quarters since.
- Plante Moran Financial Advisors's Bank of New York Mellon position peaked at $56K in Q4 2021.
- 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.