Mercer Global Advisors’s Bank of New York Mellon BNY Stock Holding History

Mercer Global Advisors’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	$79.3M	Sell	548,683 -11,899	-2%	-$1.63M	0.1%	124
2026 Q1	$66.5M	Buy	560,582 +42,559	+8%	+$5.06M	0.1%	120
2025 Q4	$60.1M	Buy	518,023 +23,528	+5%	+$2.6M	0.09%	134
2025 Q3	$53.9M	Buy	494,495 +79,628	+19%	+$8.12M	0.09%	128
2025 Q2	$37.8M	Buy	414,867 +38,737	+10%	+$3.29M	0.08%	147
2025 Q1	$31.5M	Buy	376,130 +10,942	+3%	+$920K	0.07%	159
2024 Q4	$28.1M	Buy	+365,188	New	+$28.2M	0.07%	153
2024 Q1	–	Sell	-163,393	Closed	-$8.51M	–	2023
2023 Q4	$8.51M	Buy	163,393 +14,794	+10%	+$681K	0.03%	343
2023 Q3	$6.34M	Buy	148,599 +4,753	+3%	+$212K	0.02%	367
2023 Q2	$6.4M	Buy	143,846 +41,319	+40%	+$1.77M	0.03%	391
2023 Q1	$4.66M	Sell	102,527 -2,956	-3%	-$143K	0.02%	447
2022 Q4	$4.8M	Buy	105,483 +3,543	+3%	+$152K	0.02%	440
2022 Q3	$3.93M	Sell	101,940 -166	-0.2%	-$7.08K	0.02%	446
2022 Q2	$4.26M	Buy	102,106 +40,621	+66%	+$1.81M	0.03%	408
2022 Q1	$3.05M	Sell	61,485 -3,121	-5%	-$177K	0.02%	522
2021 Q4	$3.75M	Sell	64,606 -5,093	-7%	-$293K	0.02%	439
2021 Q3	$3.61M	Buy	69,699 +2	+0%	+$104	0.03%	435
2021 Q2	$3.57M	Sell	69,697 -9,066	-12%	-$454K	0.03%	403
2021 Q1	$3.72M	Buy	78,763 +10,409	+15%	+$458K	0.03%	361
2020 Q4	$2.9M	Buy	68,354 +11,533	+20%	+$443K	0.04%	337
2020 Q3	$1.95M	Buy	56,821 +5,453	+11%	+$199K	0.03%	387
2020 Q2	$1.99M	Buy	51,368 +3,569	+7%	+$131K	0.04%	332
2020 Q1	$1.61M	Buy	47,799 +13,890	+41%	+$583K	0.04%	361
2019 Q4	$1.71M	Buy	33,909 +5,036	+17%	+$240K	0.03%	380
2019 Q3	$1.3M	Sell	28,873 -146	-0.5%	-$6.5K	0.03%	408
2019 Q2	$1.28M	Sell	29,019 -3,101	-10%	-$146K	0.03%	397
2019 Q1	$1.62M	Buy	+32,120	New	+$1.66M	0.06%	287

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

Mercer Global Advisors's BNY Position: Q2 2026 in Review

Mercer Global Advisors reduced its Bank of New York Mellon (BNY) stake by 2.1% in Q2 2026, selling an estimated $1.63M and leaving 548,683 shares worth $79.3M. The position accounts for 0.1% of the portfolio, ranked #124.

Mercer Global Advisors first reported a position in BNY in Q1 2019 and has held it in 27 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Mercer Global Advisors held 548,683 shares of Bank of New York Mellon worth $79.3M as of Q2 2026.
Mercer Global Advisors sold 11,899 Bank of New York Mellon shares in Q2 2026, an estimated $1.63M.
Bank of New York Mellon made up 0.1% of Mercer Global Advisors's portfolio in Q2 2026, its #124 holding.
Mercer Global Advisors first reported a position in Bank of New York Mellon in Q1 2019 and has held it in 27 quarters since.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.