LGT Group Foundation
BNY icon

LGT Group Foundation’s Bank of New York Mellon BNY Stock Holding History

LGT Group Foundation’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 		$657K Buy
4,545
+589
+15% +$80.5K 0.01% 214
2026
Q1 		$469K Buy
3,956
+8
+0.2% +$951 0.01% 225
2025
Q4 		$461K Sell
3,948
-571
-13% -$63.2K 0.01% 232
2025
Q3 		$483K Sell
4,519
-7,965
-64% -$812K 0.01% 231
2025
Q2 		$1.14M Sell
12,484
-361,093
-97% -$30.7M 0.01% 202
2025
Q1 		$31.3M Buy
373,577
+208,118
+126% +$17.5M 0.43% 54
2024
Q4 		$12.7M Sell
165,459
-47,435
-22% -$3.67M 0.2% 82
2024
Q3 		$15.1M Buy
212,894
+17,040
+9% +$1.12M 0.25% 74
2024
Q2 		$11.7M Buy
195,854
+12,994
+7% +$752K 0.19% 81
2024
Q1 		$10.5M Sell
182,860
-55,026
-23% -$3.03M 0.25% 85
2023
Q4 		$12.4M Buy
237,886
+42,230
+22% +$1.94M 0.27% 85
2023
Q3 		$8.23M Buy
195,656
+1,911
+1% +$85.1K 0.2% 103
2023
Q2 		$8.63M Buy
193,745
+14,711
+8% +$631K 0.21% 107
2023
Q1 		$8.14M Buy
179,034
+5,367
+3% +$260K 0.23% 101
2022
Q4 		$7.91M Buy
173,667
+22,048
+15% +$946K 0.25% 96
2022
Q3 		$5.84M Buy
151,619
+3,452
+2% +$147K 0.23% 96
2022
Q2 		$6.18M Buy
148,167
+59,217
+67% +$2.64M 0.19% 106
2022
Q1 		$4.4M Buy
+88,950
New +$5.06M 0.1% 148

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LGT Group Foundation's BNY Position: Q2 2026 in Review

LGT Group Foundation increased its Bank of New York Mellon (BNY) stake by 15% in Q2 2026, buying an estimated $80.5K and bringing the position to 4,545 shares worth $657K. The position accounts for 0.01% of the portfolio, ranked #214.

LGT Group Foundation first reported a position in BNY in Q1 2022 and has held it in 18 quarters since. The position peaked at $31.3M in Q1 2025. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • LGT Group Foundation held 4,545 shares of Bank of New York Mellon worth $657K as of Q2 2026.
  • LGT Group Foundation bought 589 Bank of New York Mellon shares in Q2 2026, an estimated $80.5K.
  • Bank of New York Mellon made up 0.01% of LGT Group Foundation's portfolio in Q2 2026, its #214 holding.
  • LGT Group Foundation first reported a position in Bank of New York Mellon in Q1 2022 and has held it in 18 quarters since.
  • LGT Group Foundation's Bank of New York Mellon position peaked at $31.3M in Q1 2025.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on LGT Group Foundation's 13F filing for Q2 2026, filed 10 Aug 2026.