Greystone Financial Group’s Bank of New York Mellon BNY Stock Holding History

Greystone Financial Group’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	$8.69M	Sell	60,065 -2,652	-4%	-$363K	2.43%	14
2026 Q1	$7.44M	Sell	62,717 -73,934	-54%	-$8.79M	2.11%	19
2025 Q4	$15.9M	Sell	136,651 -3,856	-3%	-$427K	2.48%	11
2025 Q3	$15.3M	Sell	140,507 -13,603	-9%	-$1.39M	2.37%	11
2025 Q2	$14M	Buy	154,110 +5,534	+4%	+$470K	2.31%	11
2025 Q1	$12.5M	Sell	148,576 -8,643	-5%	-$726K	2.26%	14
2024 Q4	$12.1M	Buy	157,219 +3,615	+2%	+$279K	2.1%	17
2024 Q3	$11M	Sell	153,604 -20,141	-12%	-$1.32M	1.97%	19
2024 Q2	$10.4M	Buy	173,745 +6,134	+4%	+$355K	2.04%	15
2024 Q1	$9.66M	Buy	+167,611	New	+$9.23M	1.93%	18
2023 Q2	–	Sell	-154,735	Closed	-$7.03M	–	108
2023 Q1	$7.03M	Buy	+154,735	New	+$7.5M	1.77%	30

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

Greystone Financial Group's BNY Position: Q2 2026 in Review

Greystone Financial Group reduced its Bank of New York Mellon (BNY) stake by 4.2% in Q2 2026, selling an estimated $363K and leaving 60,065 shares worth $8.69M. The position accounts for 2.43% of the portfolio, ranked #14.

Greystone Financial Group first reported a position in BNY in Q1 2023 and has held it in 11 quarters since. The position peaked at $15.9M in Q4 2025. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Greystone Financial Group held 60,065 shares of Bank of New York Mellon worth $8.69M as of Q2 2026.
Greystone Financial Group sold 2,652 Bank of New York Mellon shares in Q2 2026, an estimated $363K.
Bank of New York Mellon made up 2.43% of Greystone Financial Group's portfolio in Q2 2026, its #14 holding.
Greystone Financial Group first reported a position in Bank of New York Mellon in Q1 2023 and has held it in 11 quarters since.
Greystone Financial Group's Bank of New York Mellon position peaked at $15.9M in Q4 2025.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.