Massachusetts Financial Services’s Bank of New York Mellon BNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$660K Sell
4,567
-1,399
-23% -$191K ﹤0.01% 931
2026
Q1
$708K Buy
5,966
+980
+20% +$117K ﹤0.01% 866
2025
Q4
$579K Buy
4,986
+24
+0.5% +$2.66K ﹤0.01% 862
2025
Q3
$541K Buy
4,962
+669
+16% +$68.2K ﹤0.01% 826
2025
Q2
$391K Buy
4,293
+1,214
+39% +$103K ﹤0.01% 857
2025
Q1
$258K Buy
3,079
+346
+13% +$29.1K ﹤0.01% 868
2024
Q4
$210K Buy
+2,733
New +$211K ﹤0.01% 865
2024
Q3
Sell
-738,237
Closed -$44.2M 853
2024
Q2
$44.2M Sell
738,237
-1,033,894
-58% -$59.8M 0.01% 469
2024
Q1
$102M Sell
1,772,131
-324,115
-15% -$17.8M 0.03% 380
2023
Q4
$109M Buy
2,096,246
+475,497
+29% +$21.9M 0.04% 364
2023
Q3
$69.1M Buy
1,620,749
+951,730
+142% +$42.4M 0.02% 401
2023
Q2
$29.8M Buy
+669,019
New +$28.7M 0.01% 508
2021
Q3
Sell
-2,568,337
Closed -$132M 908
2021
Q2
$132M Sell
2,568,337
-1,335,377
-34% -$66.8M 0.04% 350
2021
Q1
$185M Sell
3,903,714
-7,990,826
-67% -$351M 0.06% 272
2020
Q4
$505M Sell
11,894,540
-454,778
-4% -$17.5M 0.16% 141
2020
Q3
$424M Sell
12,349,318
-2,555,227
-17% -$93M 0.15% 143
2020
Q2
$576M Sell
14,904,545
-770,883
-5% -$28.2M 0.23% 114
2020
Q1
$528M Sell
15,675,428
-13,276,067
-46% -$558M 0.25% 108
2019
Q4
$1.46B Sell
28,951,495
-1,524,976
-5% -$72.8M 0.55% 56
2019
Q3
$1.38B Sell
30,476,471
-348,524
-1% -$15.5M 0.55% 54
2019
Q2
$1.36B Sell
30,824,995
-724,590
-2% -$34.1M 0.55% 53
2019
Q1
$1.59B Sell
31,549,585
-3,074,537
-9% -$158M 0.67% 43
2018
Q4
$1.63B Sell
34,624,122
-545,270
-2% -$26.5M 0.78% 35
2018
Q3
$1.79B Sell
35,169,392
-68,190
-0.2% -$3.59M 0.74% 40
2018
Q2
$1.9B Sell
35,237,582
-542,277
-2% -$29.9M 0.81% 34
2018
Q1
$1.84B Sell
35,779,859
-473,741
-1% -$26.4M 0.79% 35
2017
Q4
$1.95B Buy
36,253,600
+112,981
+0.3% +$6.02M 0.82% 35
2017
Q3
$1.92B Sell
36,140,619
-4,073
-0% -$214K 0.83% 32
2017
Q2
$1.84B Sell
36,144,692
-503,138
-1% -$24.1M 0.82% 36
2017
Q1
$1.73B Sell
36,647,830
-339,442
-0.9% -$15.9M 0.81% 34
2016
Q4
$1.75B Sell
36,987,272
-3,090,339
-8% -$139M 0.86% 27
2016
Q3
$1.6B Buy
40,077,611
+8,009
+0% +$320K 0.78% 37
2016
Q2
$1.56B Sell
40,069,602
-355,538
-0.9% -$14.1M 0.78% 33
2016
Q1
$1.49B Sell
40,425,140
-24,998
-0.1% -$907K 0.77% 32
2015
Q4
$1.67B Sell
40,450,138
-893,137
-2% -$37.5M 0.89% 26
2015
Q3
$1.62B Sell
41,343,275
-574,597
-1% -$23.9M 0.9% 25
2015
Q2
$1.76B Sell
41,917,872
-353,028
-0.8% -$15M 0.89% 25
2015
Q1
$1.7B Sell
42,270,900
-16,085,258
-28% -$626M 0.86% 26
2014
Q4
$2.37B Sell
58,356,158
-1,911,039
-3% -$74.8M 1.2% 17
2014
Q3
$2.33B Sell
60,267,197
-7,914,391
-12% -$308M 1.23% 18
2014
Q2
$2.56B Buy
68,181,588
+86,040
+0.1% +$2.98M 1.34% 16
2014
Q1
$2.4B Buy
68,095,548
+358,165
+0.5% +$11.8M 1.31% 16
2013
Q4
$2.37B Buy
67,737,383
+602,206
+0.9% +$19.6M 1.33% 17
2013
Q3
$2.03B Buy
67,135,177
+2,101,386
+3% +$64.5M 1.26% 16
2013
Q2
$1.82B Buy
+65,033,791
New +$1.87B 1.23% 19

Other funds holding BNY

Massachusetts Financial Services's BNY Position: Q2 2026 in Review

Massachusetts Financial Services reduced its Bank of New York Mellon (BNY) stake by 23% in Q2 2026, selling an estimated $191K and leaving 4,567 shares worth $660K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Massachusetts Financial Services first reported a position in BNY in Q2 2013 and has held it in 45 quarters since. The position peaked at $2.56B in Q2 2014. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Massachusetts Financial Services held 4,567 shares of Bank of New York Mellon worth $660K as of Q2 2026.
  • Massachusetts Financial Services sold 1,399 Bank of New York Mellon shares in Q2 2026, an estimated $191K.
  • Bank of New York Mellon made up ﹤0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #931 holding.
  • Massachusetts Financial Services first reported a position in Bank of New York Mellon in Q2 2013 and has held it in 45 quarters since.
  • Massachusetts Financial Services's Bank of New York Mellon position peaked at $2.56B in Q2 2014.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.