Bank of New York Mellon
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Bank of New York Mellon’s Phreesia PHR Stock Holding History

Bank of New York Mellon’s Portfolio PHR Stock Details PHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.9M Sell
184,717
-74
-0% -$687 ﹤0.01% 2978
2026
Q1 		$1.55M Sell
184,791
-30,508
-14% -$404K ﹤0.01% 2953
2025
Q4 		$3.64M Buy
215,299
+8,121
+4% +$168K ﹤0.01% 2495
2025
Q3 		$4.87M Buy
207,178
+6,349
+3% +$173K ﹤0.01% 2331
2025
Q2 		$5.72M Buy
200,829
+3,514
+2% +$89.2K ﹤0.01% 2195
2025
Q1 		$5.04M Buy
197,315
+2,048
+1% +$55.7K ﹤0.01% 2217
2024
Q4 		$4.91M Buy
195,267
+14,502
+8% +$310K ﹤0.01% 2307
2024
Q3 		$4.12M Sell
180,765
-33,665
-16% -$788K ﹤0.01% 2389
2024
Q2 		$4.55M Buy
214,430
+16,614
+8% +$361K ﹤0.01% 2385
2024
Q1 		$4.73M Sell
197,816
-9,685
-5% -$241K ﹤0.01% 2354
2023
Q4 		$4.8M Buy
207,501
+12,226
+6% +$211K ﹤0.01% 2389
2023
Q3 		$3.65M Buy
195,275
+9,501
+5% +$256K ﹤0.01% 2486
2023
Q2 		$5.76M Sell
185,774
-1,526
-0.8% -$47.8K ﹤0.01% 2243
2023
Q1 		$6.05M Sell
187,300
-13,825
-7% -$486K ﹤0.01% 2197
2022
Q4 		$6.51M Buy
201,125
+2,486
+1% +$67.5K ﹤0.01% 2180
2022
Q3 		$5.06M Buy
198,639
+22,736
+13% +$567K ﹤0.01% 2281
2022
Q2 		$4.4M Sell
175,903
-43,695
-20% -$962K ﹤0.01% 2388
2022
Q1 		$5.79M Buy
219,598
+2,047
+0.9% +$62.7K ﹤0.01% 2340
2021
Q4 		$9.06M Buy
217,551
+1,052
+0.5% +$62.5K ﹤0.01% 2156
2021
Q3 		$13.4M Buy
216,499
+66,042
+44% +$4.41M ﹤0.01% 1964
2021
Q2 		$9.22M Sell
150,457
-14,932
-9% -$778K ﹤0.01% 2188
2021
Q1 		$8.62M Sell
165,389
-9,187
-5% -$579K ﹤0.01% 2176
2020
Q4 		$9.47M Buy
174,576
+35,251
+25% +$1.51M ﹤0.01% 2034
2020
Q3 		$4.48M Buy
139,325
+32,964
+31% +$981K ﹤0.01% 2276
2020
Q2 		$3.01M Sell
106,361
-11,282
-10% -$294K ﹤0.01% 2460
2020
Q1 		$2.47M Buy
117,643
+41,989
+56% +$1.15M ﹤0.01% 2448
2019
Q4 		$2.02M Buy
75,654
+27,950
+59% +$773K ﹤0.01% 2815
2019
Q3 		$1.16M Buy
+47,704
New +$1.26M ﹤0.01% 3083

Other funds holding PHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon's PHR Position: Q2 2026 in Review

Bank of New York Mellon reduced its Phreesia (PHR) stake by 0.04% in Q2 2026, selling an estimated $687 and leaving 184,717 shares worth $1.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2978.

Bank of New York Mellon first reported a position in PHR in Q3 2019 and has held it in 28 quarters since. The position peaked at $13.4M in Q3 2021. 74 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Bank of New York Mellon held 184,717 shares of Phreesia worth $1.9M as of Q2 2026.
  • Bank of New York Mellon sold 74 Phreesia shares in Q2 2026, an estimated $687.
  • Phreesia made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #2978 holding.
  • Bank of New York Mellon first reported a position in Phreesia in Q3 2019 and has held it in 28 quarters since.
  • Bank of New York Mellon's Phreesia position peaked at $13.4M in Q3 2021.
  • 74 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.