South Shore Capital 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
$564K Hold
3,900
– – 0.38% 60
2026
Q1
$463K Sell
3,900
-2,450
-39% -$291K 0.34% 64
2025
Q4
$737K Buy
+6,350
New +$703K 0.54% 36

Other funds holding BNY

South Shore Capital Advisors's BNY Position: Q2 2026 in Review

South Shore Capital Advisors held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 3,900 shares worth $564K. The position accounts for 0.38% of the portfolio, ranked #60.

South Shore Capital Advisors first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. The position peaked at $737K in Q4 2025. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • South Shore Capital Advisors held 3,900 shares of Bank of New York Mellon worth $564K as of Q2 2026.
  • South Shore Capital Advisors left its Bank of New York Mellon share count unchanged in Q2 2026.
  • Bank of New York Mellon made up 0.38% of South Shore Capital Advisors's portfolio in Q2 2026, its #60 holding.
  • South Shore Capital Advisors first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
  • South Shore Capital Advisors's Bank of New York Mellon position peaked at $737K in Q4 2025.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on South Shore Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.