PAG
BNY

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

Private Advisor 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
2022
Q1 		– Sell
-10,000
Closed -$6K – 2104
2021
Q4 		$6K Buy
+10,000
New +$575K ﹤0.01% 2130

Other funds holding BNY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Private Advisor Group's BNY Position: Q2 2026 in Review

Private Advisor Group reduced its Bank of New York Mellon (BNY) stake by 39% in Q2 2026, selling an estimated $3.36M and leaving 38,959 shares worth $5.63M. The position accounts for 0.03% of the portfolio, ranked #578.

Private Advisor Group first reported a position in BNY in Q2 2014 and has held it in 49 quarters since. The position peaked at $8.11M in Q1 2017. 711 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Private Advisor Group held 38,959 shares of Bank of New York Mellon worth $5.63M as of Q2 2026.
  • Private Advisor Group sold 24,606 Bank of New York Mellon shares in Q2 2026, an estimated $3.36M.
  • Bank of New York Mellon made up 0.03% of Private Advisor Group's portfolio in Q2 2026, its #578 holding.
  • Private Advisor Group first reported a position in Bank of New York Mellon in Q2 2014 and has held it in 49 quarters since.
  • Private Advisor Group's Bank of New York Mellon position peaked at $8.11M in Q1 2017.
  • 711 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.