Valeo Financial 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 | $913K | Buy |
6,317
+1,242
| +24% | +$170K | 0.02% | 320 |
|
|
2026
Q1 | $602K | Sell |
5,075
-2,565
| -34% | -$305K | 0.01% | 367 |
|
|
2025
Q4 | $887K | Buy |
7,640
+101
| +1% | +$11.2K | 0.02% | 326 |
|
|
2025
Q3 | $821K | Buy |
7,539
+94
| +1% | +$9.59K | 0.02% | 347 |
|
|
2025
Q2 | $678K | Sell |
7,445
-2,390
| -24% | -$203K | 0.02% | 382 |
|
|
2025
Q1 | $825K | Buy |
9,835
+794
| +9% | +$66.7K | 0.02% | 298 |
|
|
2024
Q4 | $695K | Buy |
9,041
+139
| +2% | +$10.7K | 0.02% | 336 |
|
|
2024
Q3 | $640K | Buy |
8,902
+372
| +4% | +$24.5K | 0.02% | 351 |
|
|
2024
Q2 | $511K | Sell |
8,530
-2,418
| -22% | -$140K | 0.02% | 381 |
|
|
2024
Q1 | $634K | Sell |
10,948
-188
| -2% | -$10.3K | 0.02% | 314 |
|
|
2023
Q4 | $580K | Buy |
11,136
+765
| +7% | +$35.2K | 0.02% | 321 |
|
|
2023
Q3 | $442K | Sell |
10,371
-9,656
| -48% | -$430K | 0.02% | 365 |
|
|
2023
Q2 | $892K | Buy |
20,027
+501
| +3% | +$21.5K | 0.04% | 219 |
|
|
2023
Q1 | $887K | Buy |
19,526
+1,038
| +6% | +$50.3K | 0.04% | 231 |
|
|
2022
Q4 | $842K | Buy |
18,488
+1,871
| +11% | +$80.2K | 0.05% | 209 |
|
|
2022
Q3 | $640K | Buy |
16,617
+1,120
| +7% | +$47.8K | 0.04% | 222 |
|
|
2022
Q2 | $646K | Sell |
15,497
-22
| -0.1% | -$980 | 0.04% | 217 |
|
|
2022
Q1 | $770K | Buy |
15,519
+85
| +0.6% | +$4.83K | 0.04% | 240 |
|
|
2021
Q4 | $896K | Buy |
15,434
+198
| +1% | +$11.4K | 0.05% | 206 |
|
|
2021
Q3 | $790K | Buy |
15,236
+275
| +2% | +$14.3K | 0.05% | 219 |
|
|
2021
Q2 | $766K | Sell |
14,961
-2,118
| -12% | -$106K | 0.05% | 199 |
|
|
2021
Q1 | $808K | Buy |
17,079
+14,633
| +598% | +$644K | 0.04% | 203 |
|
|
2020
Q4 | $104K | Buy |
2,446
+639
| +35% | +$24.5K | 0.01% | 553 |
|
|
2020
Q3 | $62K | Sell |
1,807
-11
| -0.6% | -$400 | 0.01% | 593 |
|
|
2020
Q2 | $70K | Buy |
1,818
+5
| +0.3% | +$183 | 0.01% | 611 |
|
|
2020
Q1 | $67K | Buy |
1,813
+48
| +3% | +$2.02K | 0.01% | 518 |
|
|
2019
Q4 | $89K | Buy |
1,765
+5
| +0.3% | +$239 | 0.01% | 483 |
|
|
2019
Q3 | $80K | Sell |
1,760
-4,594
| -72% | -$205K | 0.01% | 481 |
|
|
2019
Q2 | $281K | Sell |
6,354
-6,990
| -52% | -$328K | 0.03% | 229 |
|
|
2019
Q1 | $673K | Buy |
13,344
+33
| +0.2% | +$1.7K | 0.08% | 153 |
|
|
2018
Q4 | $627K | Sell |
13,311
-949
| -7% | -$46.1K | 0.09% | 154 |
|
|
2018
Q3 | $675K | Buy |
14,260
+78
| +0.5% | +$4.1K | 0.09% | 146 |
|
|
2018
Q2 | $711K | Sell |
14,182
-112
| -0.8% | -$6.18K | 0.1% | 139 |
|
|
2018
Q1 | $737K | Buy |
14,294
+103
| +0.7% | +$5.73K | 0.12% | 123 |
|
|
2017
Q4 | $764K | Buy |
14,191
+3,434
| +32% | +$183K | 0.13% | 116 |
|
|
2017
Q3 | $570K | Buy |
+10,757
| New | +$564K | 0.13% | 115 |
|
Other funds holding BNY
Valeo Financial Advisors's BNY Position: Q2 2026 in Review
Valeo Financial Advisors increased its Bank of New York Mellon (BNY) stake by 24% in Q2 2026, buying an estimated $170K and bringing the position to 6,317 shares worth $913K. The position accounts for 0.02% of the portfolio, ranked #320.
Valeo Financial Advisors first reported a position in BNY in Q3 2017 and has held it in 36 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Valeo Financial Advisors held 6,317 shares of Bank of New York Mellon worth $913K as of Q2 2026.
- Valeo Financial Advisors bought 1,242 Bank of New York Mellon shares in Q2 2026, an estimated $170K.
- Bank of New York Mellon made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #320 holding.
- Valeo Financial Advisors first reported a position in Bank of New York Mellon in Q3 2017 and has held it in 36 quarters since.
- 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.