J. Safra Sarasin Holding’s Bank of New York Mellon BNY Stock Holding History

J. Safra Sarasin Holding’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	$45.9M	Buy	348,419 +10,806	+3%	+$1.48M	0.66%	46
2026 Q1	$40M	Buy	337,613 +92,449	+38%	+$11M	0.68%	47
2025 Q4	$28.5M	Buy	245,164 +8,325	+4%	+$921K	0.46%	63
2025 Q3	$25.8M	Buy	236,839 +20,774	+10%	+$2.12M	0.42%	76
2025 Q2	$19.7M	Sell	216,065 -51,064	-19%	-$4.34M	0.34%	81
2025 Q1	$22.4M	Sell	267,129 -23,324	-8%	-$1.96M	0.41%	70
2024 Q4	$22.3M	Buy	290,453 +234,538	+419%	+$18.1M	0.38%	72
2024 Q3	$4.02M	Sell	55,915 -824	-1%	-$54.2K	0.07%	147
2024 Q2	$3.4M	Buy	+56,739	New	+$3.28M	0.06%	165

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

J. Safra Sarasin Holding's BNY Position: Q2 2026 in Review

J. Safra Sarasin Holding increased its Bank of New York Mellon (BNY) stake by 3.2% in Q2 2026, buying an estimated $1.48M and bringing the position to 348,419 shares worth $45.9M. The position accounts for 0.66% of the portfolio, ranked #46.

J. Safra Sarasin Holding first reported a position in BNY in Q2 2024 and has held it in 9 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

J. Safra Sarasin Holding held 348,419 shares of Bank of New York Mellon worth $45.9M as of Q2 2026.
J. Safra Sarasin Holding bought 10,806 Bank of New York Mellon shares in Q2 2026, an estimated $1.48M.
Bank of New York Mellon made up 0.66% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #46 holding.
J. Safra Sarasin Holding first reported a position in Bank of New York Mellon in Q2 2024 and has held it in 9 quarters since.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.