Princeton Global Asset Management’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
$141K Buy
974
+27
+3% +$3.69K 0.02% 255
2026
Q1
$112K Buy
947
+1
+0.1% +$119 0.02% 267
2025
Q4
$110K Hold
946
0.02% 257
2025
Q3
$103K Buy
946
+500
+112% +$51K 0.02% 247
2025
Q2
$40.6K Buy
446
+210
+89% +$17.8K 0.01% 331
2025
Q1
$19.8K Buy
236
+50
+27% +$4.2K ﹤0.01% 399
2024
Q4
$14.3K Hold
186
﹤0.01% 452
2024
Q3
$13.4K Sell
186
-158
-46% -$10.4K ﹤0.01% 466
2024
Q2
$20.6K Buy
344
+2
+0.6% +$116 ﹤0.01% 387
2024
Q1
$19.7K Buy
342
+1
+0.3% +$55 ﹤0.01% 368
2023
Q4
$17.8K Buy
341
+1
+0.3% +$46 ﹤0.01% 377
2023
Q3
$14.5K Buy
340
+2
+0.6% +$89 ﹤0.01% 366
2023
Q2
$15.1K Buy
338
+1
+0.3% +$43 ﹤0.01% 369
2023
Q1
$15.3K Hold
337
﹤0.01% 377
2022
Q4
$15K Hold
337
﹤0.01% 356
2022
Q3
$13K Hold
337
﹤0.01% 361
2022
Q2
$14K Hold
337
﹤0.01% 368
2022
Q1
$17K Hold
337
﹤0.01% 378
2021
Q4
$20K Hold
337
0.01% 337
2021
Q3
$17K Hold
337
0.01% 351
2021
Q2
$17K Buy
337
+186
+123% +$9.31K 0.01% 360
2021
Q1
$7K Hold
151
﹤0.01% 407
2020
Q4
$6K Hold
151
﹤0.01% 420
2020
Q3
$5K Hold
151
﹤0.01% 384
2020
Q2
$5K Hold
151
﹤0.01% 450
2020
Q1
$5K Sell
151
-380
-72% -$16K ﹤0.01% 426
2019
Q4
$27 Buy
+531
New +$25.3K 0.01% 293

Other funds holding BNY

Princeton Global Asset Management's BNY Position: Q2 2026 in Review

Princeton Global Asset Management increased its Bank of New York Mellon (BNY) stake by 2.9% in Q2 2026, buying an estimated $3.69K and bringing the position to 974 shares worth $141K. The position accounts for 0.02% of the portfolio, ranked #255.

Princeton Global Asset Management first reported a position in BNY in Q4 2019 and has held it in 27 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Princeton Global Asset Management held 974 shares of Bank of New York Mellon worth $141K as of Q2 2026.
  • Princeton Global Asset Management bought 27 Bank of New York Mellon shares in Q2 2026, an estimated $3.69K.
  • Bank of New York Mellon made up 0.02% of Princeton Global Asset Management's portfolio in Q2 2026, its #255 holding.
  • Princeton Global Asset Management first reported a position in Bank of New York Mellon in Q4 2019 and has held it in 27 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.