West Paces 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
Q3 | $100K | Sell |
693
-40
| -5% | -$6.28K | 0.02% | 222 |
|
|
2026
Q2 | $106K | Buy |
+733
| New | +$100K | 0.02% | 207 |
|
|
2025
Q2 | – | Sell |
-707
| Closed | -$59.3K | – | 246 |
|
|
2025
Q1 | $59.3K | Hold |
707
| – | – | 0.01% | 213 |
|
|
2024
Q4 | $54.3K | Hold |
707
| – | – | 0.01% | 219 |
|
|
2024
Q3 | $50.8K | Hold |
707
| – | – | 0.01% | 232 |
|
|
2024
Q2 | $42.3K | Hold |
707
| – | – | 0.01% | 237 |
|
|
2024
Q1 | $40.7K | Sell |
707
-1,257
| -64% | -$69.2K | 0.01% | 255 |
|
|
2023
Q4 | $102K | Buy |
1,964
+1,257
| +178% | +$57.9K | 0.03% | 172 |
|
|
2023
Q3 | $30.2K | Hold |
707
| – | – | 0.01% | 260 |
|
|
2023
Q2 | $31.5K | Hold |
707
| – | – | 0.01% | 263 |
|
|
2023
Q1 | $32.1K | Hold |
707
| – | – | 0.01% | 257 |
|
|
2022
Q4 | $32.2K | Hold |
707
| – | – | 0.01% | 252 |
|
|
2022
Q3 | $27.2K | Sell |
707
-16
| -2% | -$682 | 0.01% | 252 |
|
|
2022
Q2 | $30.2K | Buy |
723
+6
| +0.8% | +$267 | 0.01% | 259 |
|
|
2022
Q1 | $35.6K | Buy |
717
+10
| +1% | +$569 | 0.01% | 254 |
|
|
2021
Q4 | $41.1K | Hold |
707
| – | – | 0.01% | 251 |
|
|
2021
Q3 | $36.7K | Hold |
707
| – | – | 0.01% | 237 |
|
|
2021
Q2 | $36.2K | Hold |
707
| – | – | 0.01% | 231 |
|
|
2021
Q1 | $33.4K | Buy |
707
+184
| +35% | +$8.09K | 0.01% | 221 |
|
|
2020
Q4 | $22.2K | Hold |
523
| – | – | 0.01% | 244 |
|
|
2020
Q3 | $18K | Sell |
523
-601
| -53% | -$21.9K | 0.01% | 251 |
|
|
2020
Q2 | $43.4K | Hold |
1,124
| – | – | 0.02% | 183 |
|
|
2020
Q1 | $37.9K | Sell |
1,124
-116
| -9% | -$4.87K | 0.02% | 188 |
|
|
2019
Q4 | $62.4K | Hold |
1,240
| – | – | 0.03% | 177 |
|
|
2019
Q3 | $56.1K | Hold |
1,240
| – | – | 0.03% | 173 |
|
|
2019
Q2 | $54.7K | Hold |
1,240
| – | – | 0.03% | 166 |
|
|
2019
Q1 | $62.5K | Hold |
1,240
| – | – | 0.04% | 159 |
|
|
2018
Q4 | $58.4K | Hold |
1,240
| – | – | 0.05% | 160 |
|
|
2018
Q3 | $63.2K | Hold |
1,240
| – | – | 0.05% | 160 |
|
|
2018
Q2 | $66.9K | Hold |
1,240
| – | – | 0.05% | 155 |
|
|
2018
Q1 | $63.9K | Sell |
1,240
-675
| -35% | -$37.5K | 0.05% | 153 |
|
|
2017
Q4 | $103K | Sell |
1,915
-210
| -10% | -$11.2K | 0.08% | 137 |
|
|
2017
Q3 | $113K | Buy |
2,125
+800
| +60% | +$42K | 0.08% | 131 |
|
|
2017
Q2 | $67.6K | Hold |
1,325
| – | – | 0.05% | 153 |
|
|
2017
Q1 | $62.6K | Buy |
1,325
+85
| +7% | +$3.98K | 0.05% | 159 |
|
|
2016
Q4 | $58.8K | Buy |
+1,240
| New | +$55.9K | 0.05% | 171 |
|
Other funds holding BNY
MGIA
CAM
MAA
FFM
West Paces Advisors's BNY Position: Q3 2026 in Review
West Paces Advisors reduced its Bank of New York Mellon (BNY) stake by 5.5% in Q3 2026, selling an estimated $6.28K and leaving 693 shares worth $100K. The position accounts for 0.02% of the portfolio, ranked #222.
West Paces Advisors first reported a position in BNY in Q4 2016 and has held it in 36 quarters since. The position peaked at $113K in Q3 2017. 247 funds tracked by Wall St. Rank hold BNY as of Q3 2026.
- West Paces Advisors held 693 shares of Bank of New York Mellon worth $100K as of Q3 2026.
- West Paces Advisors sold 40 Bank of New York Mellon shares in Q3 2026, an estimated $6.28K.
- Bank of New York Mellon made up 0.02% of West Paces Advisors's portfolio in Q3 2026, its #222 holding.
- West Paces Advisors first reported a position in Bank of New York Mellon in Q4 2016 and has held it in 36 quarters since.
- West Paces Advisors's Bank of New York Mellon position peaked at $113K in Q3 2017.
- 247 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.
Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.