NFG
BNY

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

Nations 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 		$1.14M Sell
7,880
-116
-1% -$15.9K 0.05% 349
2026
Q1 		$949K Buy
7,996
+184
+2% +$21.9K 0.05% 383
2025
Q4 		$907K Sell
7,812
-502
-6% -$55.5K 0.05% 376
2025
Q3 		$906K Buy
8,314
+36
+0.4% +$3.67K 0.06% 343
2025
Q2 		$754K Buy
8,278
+64
+0.8% +$5.43K 0.05% 359
2025
Q1 		$689K Sell
8,214
-1,707
-17% -$143K 0.05% 354
2024
Q4 		$762K Sell
9,921
-254
-2% -$19.6K 0.06% 338
2024
Q3 		$731K Buy
10,175
+1,524
+18% +$100K 0.05% 346
2024
Q2 		$518K Buy
8,651
+722
+9% +$41.8K 0.04% 395
2024
Q1 		$457K Buy
7,929
+113
+1% +$6.22K 0.04% 429
2023
Q4 		$407K Sell
7,816
-60
-0.8% -$2.76K 0.04% 437
2023
Q3 		$336K Sell
7,876
-104
-1% -$4.63K 0.03% 471
2023
Q2 		$355K Buy
7,980
+678
+9% +$29.1K 0.03% 455
2023
Q1 		$332K Buy
7,302
+1,665
+30% +$80.7K 0.03% 464
2022
Q4 		$257K Buy
+5,637
New +$242K 0.03% 506

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

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

Nations Financial Group reduced its Bank of New York Mellon (BNY) stake by 1.5% in Q2 2026, selling an estimated $15.9K and leaving 7,880 shares worth $1.14M. The position accounts for 0.05% of the portfolio, ranked #349.

Nations Financial Group first reported a position in BNY in Q4 2022 and has held it in 15 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Nations Financial Group held 7,880 shares of Bank of New York Mellon worth $1.14M as of Q2 2026.
  • Nations Financial Group sold 116 Bank of New York Mellon shares in Q2 2026, an estimated $15.9K.
  • Bank of New York Mellon made up 0.05% of Nations Financial Group's portfolio in Q2 2026, its #349 holding.
  • Nations Financial Group first reported a position in Bank of New York Mellon in Q4 2022 and has held it in 15 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.