Dynamic Advisor Solutions’s Bank of New York Mellon BNY Stock Holding History

Dynamic Advisor Solutions’s Portfolio BNY Stock Details BNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.2M	Sell	29,035 -2,259	-7%	-$309K	0.12%	185
2026 Q1	$3.71M	Buy	31,294 +7,139	+30%	+$849K	0.12%	191
2025 Q4	$2.8M	Buy	24,155 +265	+1%	+$29.3K	0.09%	235
2025 Q3	$2.6M	Buy	23,890 +471	+2%	+$48K	0.08%	263
2025 Q2	$2.13M	Buy	23,419 +2,378	+11%	+$202K	0.07%	295
2025 Q1	$1.76M	Buy	+21,041	New	+$1.77M	0.06%	304
2015 Q2	–	Sell	-7,936	Closed	-$319K	–	163
2015 Q1	$319K	Buy	+7,936	New	+$309K	0.16%	149

Other funds holding BNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dynamic Advisor Solutions's BNY Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Bank of New York Mellon (BNY) stake by 7.2% in Q2 2026, selling an estimated $309K and leaving 29,035 shares worth $4.2M. The position accounts for 0.12% of the portfolio, ranked #185.

Dynamic Advisor Solutions first reported a position in BNY in Q1 2015 and has held it in 7 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Dynamic Advisor Solutions held 29,035 shares of Bank of New York Mellon worth $4.2M as of Q2 2026.
Dynamic Advisor Solutions sold 2,259 Bank of New York Mellon shares in Q2 2026, an estimated $309K.
Bank of New York Mellon made up 0.12% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #185 holding.
Dynamic Advisor Solutions first reported a position in Bank of New York Mellon in Q1 2015 and has held it in 7 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.