MFG
BNY

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

Merit 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
2026
Q2 		$12.4M Buy
85,470
+2,924
+4% +$400K 0.08% 221
2026
Q1 		$9.79M Buy
82,546
+11,330
+16% +$1.35M 0.07% 232
2025
Q4 		$8.27M Buy
71,216
+8,265
+13% +$914K 0.07% 236
2025
Q3 		$6.86M Buy
62,951
+1,696
+3% +$173K 0.06% 238
2025
Q2 		$5.58M Buy
61,255
+47,959
+361% +$4.07M 0.06% 247
2025
Q1 		$1.12M Buy
13,296
+6,262
+89% +$526K 0.02% 623
2024
Q4 		$540K Buy
7,034
+4,030
+134% +$311K 0.01% 708
2024
Q3 		$216K Sell
3,004
-1,866
-38% -$123K ﹤0.01% 767
2024
Q2 		$292K Buy
4,870
+229
+5% +$13.3K 0.01% 742
2024
Q1 		$265K Buy
4,641
+439
+10% +$24.2K 0.01% 751
2023
Q4 		$219K Buy
+4,202
New +$194K 0.01% 704
2019
Q4 		– Sell
-8,690
Closed -$393K – 235
2019
Q3 		$393K Buy
8,690
+69
+0.8% +$3.07K 0.04% 103
2019
Q2 		$380K Buy
8,621
+271
+3% +$12.7K 0.04% 86
2019
Q1 		$421K Buy
8,350
+1,187
+17% +$61.2K 0.05% 70
2018
Q4 		$337K Buy
7,163
+129
+2% +$6.26K 0.05% 73
2018
Q3 		$358K Sell
7,034
-76
-1% -$4K 0.06% 80
2018
Q2 		$383K Buy
7,110
+1,025
+17% +$56.6K 0.07% 67
2018
Q1 		$313K Sell
6,085
-203
-3% -$11.3K 0.06% 81
2017
Q4 		$338K Buy
+6,288
New +$335K 0.07% 77

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 $3.37T AUM 44.26% 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

Merit Financial Group's BNY Position: Q2 2026 in Review

Merit Financial Group increased its Bank of New York Mellon (BNY) stake by 3.5% in Q2 2026, buying an estimated $400K and bringing the position to 85,470 shares worth $12.4M. The position accounts for 0.08% of the portfolio, ranked #221.

Merit Financial Group first reported a position in BNY in Q4 2017 and has held it in 19 quarters since. 1,879 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Merit Financial Group held 85,470 shares of Bank of New York Mellon worth $12.4M as of Q2 2026.
  • Merit Financial Group bought 2,924 Bank of New York Mellon shares in Q2 2026, an estimated $400K.
  • Bank of New York Mellon made up 0.08% of Merit Financial Group's portfolio in Q2 2026, its #221 holding.
  • Merit Financial Group first reported a position in Bank of New York Mellon in Q4 2017 and has held it in 19 quarters since.
  • 1,879 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.