Raymond James Financial
BNY

Raymond James Financial’s Bank of New York Mellon BNY Stock Holding History

Raymond James Financial’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 		$210M Buy
1,455,308
+55,042
+4% +$7.53M 0.06% 298
2026
Q1 		$166M Buy
1,400,266
+50,616
+4% +$6.02M 0.05% 338
2025
Q4 		$157M Buy
1,349,650
+13,628
+1% +$1.51M 0.05% 345
2025
Q3 		$146M Buy
1,336,022
+56,473
+4% +$5.76M 0.05% 363
2025
Q2 		$117M Buy
1,279,549
+57,168
+5% +$4.85M 0.04% 425
2025
Q1 		$103M Buy
1,222,381
+38,535
+3% +$3.24M 0.04% 420
2024
Q4 		$91M Buy
+1,183,846
New +$91.5M 0.03% 475

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

Raymond James Financial's BNY Position: Q2 2026 in Review

Raymond James Financial increased its Bank of New York Mellon (BNY) stake by 3.9% in Q2 2026, buying an estimated $7.53M and bringing the position to 1,455,308 shares worth $210M. The position accounts for 0.06% of the portfolio, ranked #298.

Raymond James Financial first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Raymond James Financial held 1,455,308 shares of Bank of New York Mellon worth $210M as of Q2 2026.
  • Raymond James Financial bought 55,042 Bank of New York Mellon shares in Q2 2026, an estimated $7.53M.
  • Bank of New York Mellon made up 0.06% of Raymond James Financial's portfolio in Q2 2026, its #298 holding.
  • Raymond James Financial first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.