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
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
West Paces Advisors's BNY Position: Q2 2026 in Review
West Paces Advisors opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 733 shares worth $106K. The stake represents 0.02% of the portfolio and ranks #207 among its holdings. This is a return to the name: West Paces Advisors previously reported a position in BNY as recently as Q1 2025.
West Paces Advisors first reported a position in BNY in Q4 2016 and has held it in 35 quarters since. The position peaked at $113K in Q3 2017. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- West Paces Advisors held 733 shares of Bank of New York Mellon worth $106K as of Q2 2026.
- Bank of New York Mellon was a new West Paces Advisors position in Q2 2026.
- Bank of New York Mellon made up 0.02% of West Paces Advisors's portfolio in Q2 2026, its #207 holding.
- West Paces Advisors first reported a position in Bank of New York Mellon in Q4 2016 and has held it in 35 quarters since.
- West Paces Advisors's Bank of New York Mellon position peaked at $113K in Q3 2017.
- 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.