Principal Financial Group’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 | $112M | Sell |
773,311
-30,969
| -4% | -$4.23M | 0.05% | 268 |
|
|
2026
Q1 | $95.4M | Buy |
804,280
+11,570
| +1% | +$1.38M | 0.05% | 294 |
|
|
2025
Q4 | $92M | Buy |
792,710
+10,133
| +1% | +$1.12M | 0.05% | 293 |
|
|
2025
Q3 | $85.3M | Sell |
782,577
-22,810
| -3% | -$2.33M | 0.04% | 317 |
|
|
2025
Q2 | $73.4M | Sell |
805,387
-66,299
| -8% | -$5.63M | 0.04% | 356 |
|
|
2025
Q1 | $73.1M | Buy |
871,686
+11,866
| +1% | +$997K | 0.04% | 350 |
|
|
2024
Q4 | $66.1M | Sell |
859,820
-24,033
| -3% | -$1.86M | 0.04% | 389 |
|
|
2024
Q3 | $63.5M | Buy |
883,853
+14,916
| +2% | +$981K | 0.03% | 402 |
|
|
2024
Q2 | $52M | Sell |
868,937
-31,614
| -4% | -$1.83M | 0.03% | 446 |
|
|
2024
Q1 | $51.9M | Buy |
900,551
+1,044
| +0.1% | +$57.5K | 0.03% | 472 |
|
|
2023
Q4 | $46.8M | Sell |
899,507
-23,659
| -3% | -$1.09M | 0.03% | 467 |
|
|
2023
Q3 | $39.4M | Buy |
923,166
+86,179
| +10% | +$3.84M | 0.03% | 494 |
|
|
2023
Q2 | $37.3M | Sell |
836,987
-64,745
| -7% | -$2.78M | 0.03% | 531 |
|
|
2023
Q1 | $41M | Buy |
901,732
+18,445
| +2% | +$894K | 0.03% | 497 |
|
|
2022
Q4 | $40.2M | Sell |
883,287
-32,191
| -4% | -$1.38M | 0.03% | 476 |
|
|
2022
Q3 | $35.3M | Sell |
915,478
-20,240
| -2% | -$863K | 0.03% | 502 |
|
|
2022
Q2 | $39M | Buy |
935,718
+73,367
| +9% | +$3.27M | 0.03% | 496 |
|
|
2022
Q1 | $42.8M | Sell |
862,351
-32,772
| -4% | -$1.86M | 0.03% | 504 |
|
|
2021
Q4 | $52M | Sell |
895,123
-61,415
| -6% | -$3.53M | 0.03% | 432 |
|
|
2021
Q3 | $49.6M | Sell |
956,538
-108,420
| -10% | -$5.64M | 0.03% | 441 |
|
|
2021
Q2 | $54.6M | Buy |
1,064,958
+41,730
| +4% | +$2.09M | 0.04% | 413 |
|
|
2021
Q1 | $48.4M | Sell |
1,023,228
-69,087
| -6% | -$3.04M | 0.03% | 429 |
|
|
2020
Q4 | $46.4M | Sell |
1,092,315
-70,526
| -6% | -$2.71M | 0.03% | 402 |
|
|
2020
Q3 | $39.9M | Sell |
1,162,841
-29,067
| -2% | -$1.06M | 0.03% | 395 |
|
|
2020
Q2 | $46.1M | Buy |
1,191,908
+18,858
| +2% | +$690K | 0.04% | 358 |
|
|
2020
Q1 | $39.5M | Buy |
1,173,050
+16,115
| +1% | +$677K | 0.04% | 362 |
|
|
2019
Q4 | $58.2M | Sell |
1,156,935
-59,134
| -5% | -$2.82M | 0.05% | 357 |
|
|
2019
Q3 | $55M | Sell |
1,216,069
-31,635
| -3% | -$1.41M | 0.05% | 368 |
|
|
2019
Q2 | $55.1M | Buy |
1,247,704
+2,972
| +0.2% | +$140K | 0.05% | 358 |
|
|
2019
Q1 | $62.8M | Sell |
1,244,732
-58,085
| -4% | -$2.99M | 0.06% | 333 |
|
|
2018
Q4 | $61.3M | Sell |
1,302,817
-25,004
| -2% | -$1.21M | 0.07% | 312 |
|
|
2018
Q3 | $67.7M | Sell |
1,327,821
-117,296
| -8% | -$6.17M | 0.06% | 340 |
|
|
2018
Q2 | $77.9M | Buy |
1,445,117
+8,362
| +0.6% | +$461K | 0.07% | 299 |
|
|
2018
Q1 | $74M | Sell |
1,436,755
-44,111
| -3% | -$2.45M | 0.07% | 312 |
|
|
2017
Q4 | $79.8M | Buy |
1,480,866
+32,292
| +2% | +$1.72M | 0.07% | 306 |
|
|
2017
Q3 | $76.8M | Sell |
1,448,574
-44,687
| -3% | -$2.34M | 0.07% | 319 |
|
|
2017
Q2 | $76.2M | Buy |
1,493,261
+29,410
| +2% | +$1.41M | 0.08% | 312 |
|
|
2017
Q1 | $69.1M | Sell |
1,463,851
-2,196
| -0.1% | -$103K | 0.08% | 251 |
|
|
2016
Q4 | $69.5M | Sell |
1,466,047
-16,874
| -1% | -$761K | 0.09% | 241 |
|
|
2016
Q3 | $59.1M | Buy |
1,482,921
+18,238
| +1% | +$728K | 0.08% | 260 |
|
|
2016
Q2 | $56.9M | Buy |
1,464,683
+9,879
| +0.7% | +$393K | 0.08% | 251 |
|
|
2016
Q1 | $53.6M | Buy |
1,454,804
+9,394
| +0.6% | +$341K | 0.08% | 263 |
|
|
2015
Q4 | $59.6M | Sell |
1,445,410
-530,134
| -27% | -$22.3M | 0.09% | 242 |
|
|
2015
Q3 | $77.3M | Sell |
1,975,544
-6,978
| -0.4% | -$290K | 0.12% | 200 |
|
|
2015
Q2 | $83.2M | Buy |
1,982,522
+185,945
| +10% | +$7.92M | 0.12% | 201 |
|
|
2015
Q1 | $72.3M | Buy |
1,796,577
+218,546
| +14% | +$8.51M | 0.11% | 228 |
|
|
2014
Q4 | $64M | Buy |
1,578,031
+269,790
| +21% | +$10.6M | 0.1% | 246 |
|
|
2014
Q3 | $50.7M | Buy |
1,308,241
+12,125
| +0.9% | +$471K | 0.09% | 262 |
|
|
2014
Q2 | $48.6M | Buy |
1,296,116
+20,817
| +2% | +$720K | 0.08% | 276 |
|
|
2014
Q1 | $45M | Buy |
1,275,299
+5,196
| +0.4% | +$172K | 0.08% | 291 |
|
|
2013
Q4 | $44.4M | Buy |
1,270,103
+151
| +0% | +$4.92K | 0.08% | 282 |
|
|
2013
Q3 | $38.3M | Sell |
1,269,952
-31,406
| -2% | -$963K | 0.08% | 288 |
|
|
2013
Q2 | $36.5M | Buy |
+1,301,358
| New | +$37.4M | 0.08% | 291 |
|
Other funds holding BNY
Principal Financial Group's BNY Position: Q2 2026 in Review
Principal Financial Group reduced its Bank of New York Mellon (BNY) stake by 3.9% in Q2 2026, selling an estimated $4.23M and leaving 773,311 shares worth $112M. The position accounts for 0.05% of the portfolio, ranked #268.
Principal Financial Group first reported a position in BNY in Q2 2013 and has held it in 53 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Principal Financial Group held 773,311 shares of Bank of New York Mellon worth $112M as of Q2 2026.
- Principal Financial Group sold 30,969 Bank of New York Mellon shares in Q2 2026, an estimated $4.23M.
- Bank of New York Mellon made up 0.05% of Principal Financial Group's portfolio in Q2 2026, its #268 holding.
- Principal Financial Group first reported a position in Bank of New York Mellon in Q2 2013 and has held it in 53 quarters since.
- 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.