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 Q3	$4.47M	Buy	30,931 +1,896	+7%	+$298K	0.13%	168
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

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Dynamic Advisor Solutions's BNY Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Bank of New York Mellon (BNY) stake by 6.5% in Q3 2026, buying an estimated $298K and bringing the position to 30,931 shares worth $4.47M. The position accounts for 0.13% of the portfolio, ranked #168.

Dynamic Advisor Solutions first reported a position in BNY in Q1 2015 and has held it in 8 quarters since. 339 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

Dynamic Advisor Solutions held 30,931 shares of Bank of New York Mellon worth $4.47M as of Q3 2026.
Dynamic Advisor Solutions bought 1,896 Bank of New York Mellon shares in Q3 2026, an estimated $298K.
Bank of New York Mellon made up 0.13% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #168 holding.
Dynamic Advisor Solutions first reported a position in Bank of New York Mellon in Q1 2015 and has held it in 8 quarters since.
339 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.