Summit Financial Wealth 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 | $849K | Buy |
5,869
+187
| +3% | +$25.6K | 0.11% | 90 |
|
|
2026
Q1 | $674K | Buy |
5,682
+65
| +1% | +$7.73K | 0.1% | 96 |
|
|
2025
Q4 | $652K | Sell |
5,617
-85
| -1% | -$9.4K | 0.09% | 95 |
|
|
2025
Q3 | $609K | Buy |
5,702
+103
| +2% | +$10.5K | 0.09% | 93 |
|
|
2025
Q2 | $510K | Sell |
5,599
-80
| -1% | -$6.79K | 0.09% | 93 |
|
|
2025
Q1 | $476K | Sell |
5,679
-367
| -6% | -$30.8K | 0.09% | 92 |
|
|
2024
Q4 | $515K | Hold |
6,046
| – | – | 0.1% | 91 |
|
|
2024
Q3 | $434K | Buy |
6,046
+436
| +8% | +$28.7K | 0.08% | 94 |
|
|
2024
Q2 | $336K | Hold |
5,610
| – | – | 0.07% | 99 |
|
|
2024
Q1 | $323K | Hold |
5,610
| – | – | 0.07% | 98 |
|
|
2023
Q4 | $292K | Hold |
5,610
| – | – | 0.07% | 100 |
|
|
2023
Q3 | $250K | Buy |
+5,610
| New | +$250K | 0.06% | 105 |
|
|
2020
Q1 | – | Sell |
-5,023
| Closed | -$226K | – | 123 |
|
|
2019
Q4 | $226K | Hold |
5,023
| – | – | 0.05% | 123 |
|
|
2019
Q3 | $222K | Sell |
5,023
-3,063
| -38% | -$136K | 0.05% | 133 |
|
|
2019
Q2 | $357K | Sell |
8,086
-400
| -5% | -$18.8K | 0.09% | 116 |
|
|
2019
Q1 | $435K | Hold |
8,486
| – | – | 0.11% | 91 |
|
|
2018
Q4 | $399K | Sell |
8,486
-61,945
| -88% | -$3.01M | 0.13% | 86 |
|
|
2018
Q3 | $3.41M | Sell |
70,431
-182
| -0.3% | -$9.58K | 1.02% | 30 |
|
|
2018
Q2 | $3.64M | Sell |
70,613
-300
| -0.4% | -$16.6K | 1.22% | 25 |
|
|
2018
Q1 | $3.65M | Buy |
70,913
+1,508
| +2% | +$83.9K | 1.2% | 25 |
|
|
2017
Q4 | $3.74M | Sell |
69,405
-355
| -0.5% | -$18.9K | 1.28% | 19 |
|
|
2017
Q3 | $3.7M | Sell |
69,760
-7,346
| -10% | -$385K | 1.35% | 16 |
|
|
2017
Q2 | $3.93M | Buy |
77,106
+2,394
| +3% | +$114K | 1.56% | 17 |
|
|
2017
Q1 | $3.53M | Sell |
74,712
-4,180
| -5% | -$195K | 1.54% | 19 |
|
|
2016
Q4 | $3.74M | Sell |
78,892
-1,721
| -2% | -$77.6K | 1.64% | 12 |
|
|
2016
Q3 | $3.21M | Sell |
80,613
-27,651
| -26% | -$1.1M | 1.39% | 23 |
|
|
2016
Q2 | $4.21M | Sell |
108,264
-3,519
| -3% | -$140K | 1.76% | 18 |
|
|
2016
Q1 | $4.12M | Sell |
111,783
-450
| -0.4% | -$16.3K | 1.8% | 18 |
|
|
2015
Q4 | $4.63M | Buy |
112,233
+7,298
| +7% | +$307K | 2.12% | 12 |
|
|
2015
Q3 | $4.11M | Buy |
104,935
+1,195
| +1% | +$49.7K | 2.66% | 12 |
|
|
2015
Q2 | $4.35M | Buy |
103,740
+2,670
| +3% | +$114K | 2.69% | 10 |
|
|
2015
Q1 | $4.37M | Buy |
101,070
+6,825
| +7% | +$266K | 2.96% | 9 |
|
|
2014
Q4 | $3.82M | Buy |
+94,245
| New | +$3.69M | 2.65% | 15 |
|
Other funds holding BNY
Summit Financial Wealth Advisors's BNY Position: Q2 2026 in Review
Summit Financial Wealth Advisors increased its Bank of New York Mellon (BNY) stake by 3.3% in Q2 2026, buying an estimated $25.6K and bringing the position to 5,869 shares worth $849K. The position accounts for 0.11% of the portfolio, ranked #90.
Summit Financial Wealth Advisors first reported a position in BNY in Q4 2014 and has held it in 33 quarters since. The position peaked at $4.63M in Q4 2015. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Summit Financial Wealth Advisors held 5,869 shares of Bank of New York Mellon worth $849K as of Q2 2026.
- Summit Financial Wealth Advisors bought 187 Bank of New York Mellon shares in Q2 2026, an estimated $25.6K.
- Bank of New York Mellon made up 0.11% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #90 holding.
- Summit Financial Wealth Advisors first reported a position in Bank of New York Mellon in Q4 2014 and has held it in 33 quarters since.
- Summit Financial Wealth Advisors's Bank of New York Mellon position peaked at $4.63M in Q4 2015.
- 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.