Wealth Advisors of Tampa Bay’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
$7.85M Sell
54,311
-1,698
-3% -$232K 2.4% 10
2026
Q1
$6.64M Sell
56,009
-4,350
-7% -$517K 2.2% 14
2025
Q4
$7.01M Sell
60,359
-2,291
-4% -$253K 2.42% 11
2025
Q3
$6.83M Sell
62,650
-2,540
-4% -$259K 2.27% 12
2025
Q2
$5.94M Sell
65,190
-975
-1% -$82.8K 2.24% 11
2025
Q1
$5.55M Sell
66,165
-1,555
-2% -$131K 2.26% 12
2024
Q4
$5.2M Sell
67,720
-1,295
-2% -$100K 2.23% 13
2024
Q3
$4.96M Sell
69,015
-1,835
-3% -$121K 2.07% 13
2024
Q2
$4.24M Buy
70,850
+135
+0.2% +$7.81K 1.98% 15
2024
Q1
$4.07M Sell
70,715
-285
-0.4% -$15.7K 1.94% 17
2023
Q4
$3.7M Sell
71,000
-69,660
-50% -$3.21M 1.86% 19
2023
Q3
$6M Buy
140,660
+69,945
+99% +$3.12M 1.65% 24
2023
Q2
$3.15M Buy
70,715
+3,190
+5% +$137K 1.73% 25
2023
Q1
$3.07M Buy
67,525
+2,075
+3% +$101K 1.76% 25
2022
Q4
$2.98M Buy
65,450
+582
+0.9% +$25K 1.84% 24
2022
Q3
$2.5M Sell
64,868
-62,838
-49% -$2.68M 1.71% 27
2022
Q2
$5.33M Buy
127,706
+1,920
+2% +$85.5K 1.64% 29
2022
Q1
$6.24M Buy
125,786
+3,550
+3% +$202K 1.69% 27
2021
Q4
$7.1M Buy
122,236
+61,268
+100% +$3.52M 1.74% 19
2021
Q3
$3.16M Sell
60,968
-294
-0.5% -$15.3K 1.75% 22
2021
Q2
$3.14M Sell
61,262
-173
-0.3% -$8.66K 1.75% 23
2021
Q1
$2.9M Buy
61,435
+4,233
+7% +$186K 1.72% 23
2020
Q4
$2.43M Buy
57,202
+1,976
+4% +$75.9K 1.69% 27
2020
Q3
$1.9M Buy
55,226
+1,488
+3% +$54.2K 1.41% 35
2020
Q2
$2.08M Buy
53,738
+10,010
+23% +$366K 1.73% 26
2020
Q1
$1.47M Buy
+43,728
New +$1.84M 1.65% 26

Other funds holding BNY

Wealth Advisors of Tampa Bay's BNY Position: Q2 2026 in Review

Wealth Advisors of Tampa Bay reduced its Bank of New York Mellon (BNY) stake by 3% in Q2 2026, selling an estimated $232K and leaving 54,311 shares worth $7.85M. The position accounts for 2.4% of the portfolio, ranked #10.

Wealth Advisors of Tampa Bay first reported a position in BNY in Q1 2020 and has held it in 26 quarters since. 1,882 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Wealth Advisors of Tampa Bay held 54,311 shares of Bank of New York Mellon worth $7.85M as of Q2 2026.
  • Wealth Advisors of Tampa Bay sold 1,698 Bank of New York Mellon shares in Q2 2026, an estimated $232K.
  • Bank of New York Mellon made up 2.4% of Wealth Advisors of Tampa Bay's portfolio in Q2 2026, its #10 holding.
  • Wealth Advisors of Tampa Bay first reported a position in Bank of New York Mellon in Q1 2020 and has held it in 26 quarters since.
  • 1,882 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2026, filed 14 Aug 2026.