S&G Foundation’s Bank of New York Mellon BNY Stock Holding History

S&G Foundation’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	$36.3M	Hold	251,000	–	–	1.69%	8
2026 Q1	$29.8M	Buy	+251,000	New	+$29.8M	1.58%	7

Other funds holding BNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

S&G Foundation's BNY Position: Q2 2026 in Review

S&G Foundation held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 251,000 shares worth $36.3M. The position accounts for 1.69% of the portfolio, ranked #8.

S&G Foundation first reported a position in BNY in Q1 2026 and has held it in 2 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

S&G Foundation held 251,000 shares of Bank of New York Mellon worth $36.3M as of Q2 2026.
S&G Foundation left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up 1.69% of S&G Foundation's portfolio in Q2 2026, its #8 holding.
S&G Foundation first reported a position in Bank of New York Mellon in Q1 2026 and has held it in 2 quarters since.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on S&G Foundation's 13F filing for Q2 2026, filed 12 Aug 2026.