Sigma Planning Corp’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 | $852K | Buy |
5,894
+824
| +16% | +$113K | 0.02% | 671 |
|
|
2026
Q1 | $601K | Buy |
5,070
+1,224
| +32% | +$146K | 0.02% | 759 |
|
|
2025
Q4 | $446K | Sell |
3,846
-723
| -16% | -$80K | 0.01% | 840 |
|
|
2025
Q3 | $498K | Sell |
4,569
-32
| -0.7% | -$3.26K | 0.01% | 820 |
|
|
2025
Q2 | $419K | Sell |
4,601
-869
| -16% | -$73.8K | 0.01% | 853 |
|
|
2025
Q1 | $459K | Sell |
5,470
-392
| -7% | -$32.9K | 0.01% | 773 |
|
|
2024
Q4 | $450K | Buy |
5,862
+392
| +7% | +$30.3K | 0.01% | 774 |
|
|
2024
Q3 | $393K | Buy |
5,470
+143
| +3% | +$9.4K | 0.01% | 832 |
|
|
2024
Q2 | $319K | Sell |
5,327
-359
| -6% | -$20.8K | 0.01% | 903 |
|
|
2024
Q1 | $328K | Buy |
+5,686
| New | +$313K | 0.01% | 916 |
|
|
2023
Q4 | – | Sell |
-4,860
| Closed | -$207K | – | 875 |
|
|
2023
Q3 | $207K | Sell |
4,860
-1,058
| -18% | -$47.1K | 0.01% | 1076 |
|
|
2023
Q2 | $264K | Sell |
5,918
-12,997
| -69% | -$558K | 0.01% | 990 |
|
|
2023
Q1 | $860K | Sell |
18,915
-800
| -4% | -$38.8K | 0.03% | 574 |
|
|
2022
Q4 | $897K | Buy |
19,715
+1,361
| +7% | +$58.4K | 0.03% | 529 |
|
|
2022
Q3 | $707K | Sell |
18,354
-201
| -1% | -$8.57K | 0.03% | 592 |
|
|
2022
Q2 | $774K | Sell |
18,555
-333
| -2% | -$14.8K | 0.03% | 574 |
|
|
2022
Q1 | $937K | Sell |
18,888
-410
| -2% | -$23.3K | 0.03% | 565 |
|
|
2021
Q4 | $1.12M | Sell |
19,298
-704
| -4% | -$40.5K | 0.03% | 506 |
|
|
2021
Q3 | $1.04M | Sell |
20,002
-2,727
| -12% | -$142K | 0.03% | 528 |
|
|
2021
Q2 | $1.16M | Buy |
22,729
+224
| +1% | +$11.2K | 0.03% | 499 |
|
|
2021
Q1 | $1.06M | Buy |
22,505
+2,536
| +13% | +$112K | 0.03% | 477 |
|
|
2020
Q4 | $848K | Buy |
19,969
+8,837
| +79% | +$339K | 0.03% | 489 |
|
|
2020
Q3 | $382K | Sell |
11,132
-5,252
| -32% | -$191K | 0.02% | 705 |
|
|
2020
Q2 | $633K | Sell |
16,384
-1,458
| -8% | -$53.4K | 0.03% | 508 |
|
|
2020
Q1 | $601K | Buy |
17,842
+459
| +3% | +$19.3K | 0.04% | 438 |
|
|
2019
Q4 | $875K | Buy |
17,383
+1,282
| +8% | +$61.2K | 0.04% | 440 |
|
|
2019
Q3 | $728K | Buy |
16,101
+2,267
| +16% | +$101K | 0.03% | 453 |
|
|
2019
Q2 | $611K | Buy |
13,834
+890
| +7% | +$41.8K | 0.03% | 487 |
|
|
2019
Q1 | $653K | Buy |
12,944
+103
| +0.8% | +$5.31K | 0.04% | 438 |
|
|
2018
Q4 | $604K | Buy |
12,841
+4,917
| +62% | +$239K | 0.04% | 381 |
|
|
2018
Q3 | $404K | Buy |
7,924
+701
| +10% | +$36.9K | 0.02% | 567 |
|
|
2018
Q2 | $390K | Buy |
7,223
+3,029
| +72% | +$167K | 0.03% | 533 |
|
|
2018
Q1 | $216K | Buy |
+4,194
| New | +$233K | 0.02% | 745 |
|
|
2015
Q2 | – | Sell |
-5,059
| Closed | -$204K | – | 709 |
|
|
2015
Q1 | $204K | Sell |
5,059
-1,554
| -23% | -$60.5K | 0.03% | 665 |
|
|
2014
Q4 | $268K | Buy |
+6,613
| New | +$259K | 0.04% | 540 |
|
Other funds holding BNY
Sigma Planning Corp's BNY Position: Q2 2026 in Review
Sigma Planning Corp increased its Bank of New York Mellon (BNY) stake by 16% in Q2 2026, buying an estimated $113K and bringing the position to 5,894 shares worth $852K. The position accounts for 0.02% of the portfolio, ranked #671.
Sigma Planning Corp first reported a position in BNY in Q4 2014 and has held it in 35 quarters since. The position peaked at $1.16M in Q2 2021. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Sigma Planning Corp held 5,894 shares of Bank of New York Mellon worth $852K as of Q2 2026.
- Sigma Planning Corp bought 824 Bank of New York Mellon shares in Q2 2026, an estimated $113K.
- Bank of New York Mellon made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #671 holding.
- Sigma Planning Corp first reported a position in Bank of New York Mellon in Q4 2014 and has held it in 35 quarters since.
- Sigma Planning Corp's Bank of New York Mellon position peaked at $1.16M in Q2 2021.
- 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.