JFG
BNY

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

Jefferies 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
2025
Q1 		– Sell
-6,000
Closed -$461K – 1639
2024
Q4 		$461K Buy
+6,000
New +$464K ﹤0.01% 1127

Other funds holding BNY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jefferies Financial Group's BNY Position: Q1 2026 in Review

Jefferies Financial Group increased its Bank of New York Mellon (BNY) stake by 19% in Q1 2026, buying an estimated $3.13M and bringing the position to 167,002 shares worth $19.8M. The position accounts for 0.14% of the portfolio, ranked #121.

Jefferies Financial Group first reported a position in BNY in Q4 2022 and has held it in 13 quarters since. 1,755 funds tracked by Wall St. Rank hold BNY as of Q1 2026.

  • Jefferies Financial Group held 167,002 shares of Bank of New York Mellon worth $19.8M as of Q1 2026.
  • Jefferies Financial Group bought 26,313 Bank of New York Mellon shares in Q1 2026, an estimated $3.13M.
  • Bank of New York Mellon made up 0.14% of Jefferies Financial Group's portfolio in Q1 2026, its #121 holding.
  • Jefferies Financial Group first reported a position in Bank of New York Mellon in Q4 2022 and has held it in 13 quarters since.
  • 1,755 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.