Redhawk Wealth Advisors Boosts Stake in BNY Mellon

The investment firm increased its holdings in the bank by 81.9% in the fourth quarter.

Mar. 29, 2026 at 10:48am

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Redhawk Wealth Advisors Inc. raised its stake in shares of BNY Mellon (NYSE:BK) by 81.9% in the 4th quarter, according to its most recent SEC filing. The fund now owns 24,201 shares of the bank's stock, worth $2.8 million at the end of the reporting period.

Why it matters

This move by Redhawk Wealth Advisors suggests the firm sees strong potential in BNY Mellon's future performance. As one of the largest asset managers in the world, BNY Mellon's stock is closely watched by investors as an indicator of broader financial industry trends.

The details

Redhawk Wealth Advisors purchased an additional 10,893 shares of BNY Mellon in the fourth quarter, bringing its total holdings to 24,201 shares. The firm's investment in the bank is now valued at $2.8 million. Other large investors have also been active in BNY Mellon, with several firms increasing or decreasing their stakes in recent quarters.

  • Redhawk Wealth Advisors filed its 13F report for the fourth quarter of 2025 on March 29, 2026.

The players

Redhawk Wealth Advisors Inc.

An investment management firm that provides wealth advisory services.

BNY Mellon

A global financial services company and one of the largest asset managers in the world, headquartered in New York City.

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The takeaway

Redhawk Wealth Advisors' increased stake in BNY Mellon suggests the firm sees strong potential in the bank's future performance, which could be an encouraging sign for investors watching the broader financial industry.