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

Mather 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
Q3 		$1.34M Sell
9,282
-76
-0.8% -$11.9K 0.01% 325
2026
Q2 		$1.35M Buy
9,358
+89
+1% +$12.2K 0.01% 327
2026
Q1 		$1.1M Buy
9,269
+37
+0.4% +$4.4K 0.01% 314
2025
Q4 		$1.07M Buy
9,232
+86
+0.9% +$9.5K 0.01% 272
2025
Q3 		$997K Buy
9,146
+426
+5% +$43.4K 0.01% 276
2025
Q2 		$794K Sell
8,720
-155
-2% -$13.2K 0.01% 308
2025
Q1 		$744K Buy
8,875
+19
+0.2% +$1.6K 0.01% 294
2024
Q4 		$680K Buy
8,856
+246
+3% +$19K 0.01% 293
2024
Q3 		$619K Buy
8,610
+625
+8% +$41.1K 0.01% 317
2024
Q2 		$460K Buy
7,985
+597
+8% +$34.5K 0.01% 430
2024
Q1 		$385K Buy
7,388
+9
+0.1% +$495 0.01% 386
2023
Q4 		$384K Sell
7,379
-109
-1% -$5.02K 0.01% 396
2023
Q3 		$319K Buy
7,488
+151
+2% +$6.73K 0.01% 427
2023
Q2 		$327K Buy
7,337
+1,288
+21% +$55.3K 0.01% 439
2023
Q1 		$275K Hold
6,049
– – ﹤0.01% 418
2022
Q4 		$275K Sell
6,049
-1
-0% -$43 0.01% 405
2022
Q3 		$233K Buy
+6,050
New +$258K 0.01% 421
2022
Q2 		– Sell
-10,169
Closed -$505K – 387
2022
Q1 		$505K Sell
10,169
-608
-6% -$34.6K 0.01% 261
2021
Q4 		$626K Buy
+10,777
New +$620K 0.01% 196

Other funds holding BNY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Mather Group's BNY Position: Q3 2026 in Review

Mather Group reduced its Bank of New York Mellon (BNY) stake by 0.81% in Q3 2026, selling an estimated $11.9K and leaving 9,282 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #325.

Mather Group first reported a position in BNY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.35M in Q2 2026. 488 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • Mather Group held 9,282 shares of Bank of New York Mellon worth $1.34M as of Q3 2026.
  • Mather Group sold 76 Bank of New York Mellon shares in Q3 2026, an estimated $11.9K.
  • Bank of New York Mellon made up 0.01% of Mather Group's portfolio in Q3 2026, its #325 holding.
  • Mather Group first reported a position in Bank of New York Mellon in Q4 2021 and has held it in 19 quarters since.
  • Mather Group's Bank of New York Mellon position peaked at $1.35M in Q2 2026.
  • 488 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.