PCIA
BNY

Prime Capital Investment Advisors’s Bank of New York Mellon BNY Stock Holding History

Prime Capital Investment Advisors’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
Q2 		$606K Sell
4,187
-327
-7% -$44.7K 0.01% 647
2026
Q1 		$535K Sell
4,514
-34
-0.7% -$4.04K 0.01% 657
2025
Q4 		$528K Buy
4,548
+14
+0.3% +$1.55K 0.01% 636
2025
Q3 		$494K Sell
4,534
-292
-6% -$29.8K 0.01% 642
2025
Q2 		$440K Sell
4,826
-2,532
-34% -$215K 0.01% 650
2025
Q1 		$617K Buy
7,358
+2,612
+55% +$220K 0.01% 613
2024
Q4 		$365K Sell
4,746
-373
-7% -$28.8K 0.01% 661
2024
Q3 		$368K Sell
5,119
-561
-10% -$36.9K 0.01% 671
2024
Q2 		$340K Sell
5,680
-2,071
-27% -$120K 0.01% 688
2024
Q1 		$447K Sell
7,751
-390
-5% -$21.5K 0.01% 651
2023
Q4 		$424K Buy
+8,141
New +$375K 0.01% 618
2021
Q2 		– Sell
-821
Closed -$39K – 395
2021
Q1 		$39K Hold
821
– – ﹤0.01% 353
2020
Q4 		$35K Hold
821
– – ﹤0.01% 348
2020
Q3 		$28K Hold
821
– – ﹤0.01% 359
2020
Q2 		$32K Sell
821
-31
-4% -$1.13K ﹤0.01% 350
2020
Q1 		$29K Sell
852
-342
-29% -$14.4K ﹤0.01% 322
2019
Q4 		$60K Buy
1,194
+373
+45% +$17.8K 0.01% 294
2019
Q3 		$37K Hold
821
– – 0.01% 331
2019
Q2 		$36K Sell
821
-19
-2% -$893 0.01% 261
2019
Q1 		$42K Buy
+840
New +$43.3K 0.01% 203
2018
Q4 		– Sell
-840
Closed -$43K – 359
2018
Q3 		$43K Buy
+840
New +$44.2K 0.01% 201

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prime Capital Investment Advisors's BNY Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Bank of New York Mellon (BNY) stake by 7.2% in Q2 2026, selling an estimated $44.7K and leaving 4,187 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #647.

Prime Capital Investment Advisors first reported a position in BNY in Q3 2018 and has held it in 21 quarters since. The position peaked at $617K in Q1 2025. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Prime Capital Investment Advisors held 4,187 shares of Bank of New York Mellon worth $606K as of Q2 2026.
  • Prime Capital Investment Advisors sold 327 Bank of New York Mellon shares in Q2 2026, an estimated $44.7K.
  • Bank of New York Mellon made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #647 holding.
  • Prime Capital Investment Advisors first reported a position in Bank of New York Mellon in Q3 2018 and has held it in 21 quarters since.
  • Prime Capital Investment Advisors's Bank of New York Mellon position peaked at $617K in Q1 2025.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.