S&CO Inc’s Bank of New York Mellon BNY Stock Holding History

S&CO Inc’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 Q3	$203K	Hold	1,408	–	–	0.01%	216
2026 Q2	$203K	Buy	+1,408	New	+$193K	0.01%	219

Other funds holding BNY

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

S&CO Inc's BNY Position: Q3 2026 in Review

S&CO Inc held its Bank of New York Mellon (BNY) position steady in Q3 2026 at 1,408 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #216.

S&CO Inc first reported a position in BNY in Q2 2026 and has held it in 2 quarters since. 1,665 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

S&CO Inc held 1,408 shares of Bank of New York Mellon worth $203K as of Q3 2026.
S&CO Inc left its Bank of New York Mellon share count unchanged in Q3 2026.
Bank of New York Mellon made up 0.01% of S&CO Inc's portfolio in Q3 2026, its #216 holding.
S&CO Inc first reported a position in Bank of New York Mellon in Q2 2026 and has held it in 2 quarters since.
1,665 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on S&CO Inc's 13F filing for Q3 2026, filed 10 Nov 2026.