First Nebraska Trust’s Bank of New York Mellon BNY Stock Holding History

First Nebraska Trust’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 Q1	$596K	Sell	5,025 -25	-0.5%	-$2.97K	0.06%	129
2025 Q4	$586K	Hold	5,050	–	–	0.05%	127
2025 Q3	$550K	Hold	5,050	–	–	0.05%	127
2025 Q2	$460K	Hold	5,050	–	–	0.04%	130
2025 Q1	$424K	Sell	5,050 -250	-5%	-$21K	0.04%	132
2024 Q4	$407K	Hold	5,300	–	–	0.04%	141
2024 Q3	$381K	Sell	5,300 -104	-2%	-$6.84K	0.04%	146
2024 Q2	$324K	Hold	5,404	–	–	0.03%	152
2024 Q1	$311K	Sell	5,404 -103	-2%	-$5.67K	0.03%	151
2023 Q4	$287K	Hold	5,507	–	–	0.03%	151
2023 Q3	$235K	Hold	5,507	–	–	0.03%	152
2023 Q2	$245K	Hold	5,507	–	–	0.03%	151
2023 Q1	$250K	Hold	5,507	–	–	0.03%	146
2022 Q4	$251K	Hold	5,507	–	–	0.03%	147
2022 Q3	$212K	Sell	5,507 -138	-2%	-$5.88K	0.03%	148
2022 Q2	$235K	Hold	5,645	–	–	0.03%	151
2022 Q1	$280K	Hold	5,645	–	–	0.03%	146
2021 Q4	$328K	Hold	5,645	–	–	0.04%	136
2021 Q3	$293K	Hold	5,645	–	–	0.04%	136
2021 Q2	$289K	Hold	5,645	–	–	0.04%	140
2021 Q1	$267K	Hold	5,645	–	–	0.04%	150
2020 Q4	$240K	Buy	+5,645	New	+$217K	0.03%	145
2020 Q3	–	Sell	-5,645	Closed	-$218K	–	157
2020 Q2	$218K	Buy	+5,645	New	+$207K	0.04%	139
2020 Q1	–	Sell	-5,645	Closed	-$284K	–	139
2019 Q4	$284K	Hold	5,645	–	–	0.05%	121
2019 Q3	$255K	Hold	5,645	–	–	0.04%	123
2019 Q2	$249K	Hold	5,645	–	–	0.04%	124
2019 Q1	$285K	Hold	5,645	–	–	0.05%	116
2018 Q4	$266K	Hold	5,645	–	–	0.05%	110
2018 Q3	$288K	Hold	5,645	–	–	0.05%	115
2018 Q2	$304K	Hold	5,645	–	–	0.07%	108
2018 Q1	$291K	Hold	5,645	–	–	0.06%	107
2017 Q4	$304K	Buy	5,645 +65	+1%	+$3.46K	0.06%	108
2017 Q3	$296K	Hold	5,580	–	–	0.06%	108
2017 Q2	$285K	Buy	5,580 +103	+2%	+$4.93K	0.06%	112
2017 Q1	$259K	Hold	5,477	–	–	0.06%	109
2016 Q4	$260K	Buy	+5,477	New	+$247K	0.06%	97
2016 Q1	–	Sell	-5,000	Closed	-$206K	–	110
2015 Q4	$206K	Buy	+5,000	New	+$210K	0.06%	98
2015 Q3	–	Sell	-5,000	Closed	-$210K	–	98
2015 Q2	$210K	Hold	5,000	–	–	0.06%	91
2015 Q1	$201K	Hold	5,000	–	–	0.06%	95
2014 Q4	$203K	Buy	+5,000	New	+$196K	0.06%	101

Other funds holding BNY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Nebraska Trust's BNY Position: Q1 2026 in Review

First Nebraska Trust reduced its Bank of New York Mellon (BNY) stake by 0.5% in Q1 2026, selling an estimated $2.97K and leaving 5,025 shares worth $596K. The position accounts for 0.06% of the portfolio, ranked #129.

First Nebraska Trust first reported a position in BNY in Q4 2014 and has held it in 40 quarters since. 1,754 funds tracked by Wall St. Rank hold BNY as of Q1 2026.

First Nebraska Trust held 5,025 shares of Bank of New York Mellon worth $596K as of Q1 2026.
First Nebraska Trust sold 25 Bank of New York Mellon shares in Q1 2026, an estimated $2.97K.
Bank of New York Mellon made up 0.06% of First Nebraska Trust's portfolio in Q1 2026, its #129 holding.
First Nebraska Trust first reported a position in Bank of New York Mellon in Q4 2014 and has held it in 40 quarters since.
1,754 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2026.

Based on First Nebraska Trust's 13F filing for Q1 2026, filed 1 Jun 2026.