SMA
BNY

Sage Mountain Advisors’s Bank of New York Mellon BNY Stock Holding History

Sage Mountain Advisors’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
Q1 		– Sell
-7,608
Closed -$883K – 321
2025
Q4 		$883K Buy
+7,608
New +$842K 0.05% 183
2025
Q2 		– Sell
-4,727
Closed -$396K – 500
2025
Q1 		$396K Sell
4,727
-573
-11% -$48.2K 0.03% 255
2024
Q4 		$407K Sell
5,300
-225
-4% -$17.4K 0.03% 242
2024
Q3 		$397K Buy
5,525
+457
+9% +$30.1K 0.03% 241
2024
Q2 		$304K Buy
5,068
+819
+19% +$47.4K 0.03% 249
2024
Q1 		$245K Sell
4,249
-392
-8% -$21.6K 0.03% 285
2023
Q4 		$242K Buy
+4,641
New +$214K 0.03% 232
2023
Q3 		– Sell
-4,613
Closed -$205K – 366
2023
Q2 		$205K Sell
4,613
-110
-2% -$4.72K 0.03% 248
2023
Q1 		$215K Buy
+4,723
New +$229K 0.03% 217

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sage Mountain Advisors's BNY Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Bank of New York Mellon (BNY) in Q1 2026, closing a stake of 7,608 shares — an estimated $883K sold.

Sage Mountain Advisors first reported a position in BNY in Q1 2023 and held it in 9 quarters. The position peaked at $883K in Q4 2025. 1,762 funds tracked by Wall St. Rank hold BNY as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Bank of New York Mellon position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 7,608 Bank of New York Mellon shares in Q1 2026, an estimated $883K.
  • Sage Mountain Advisors first reported a position in Bank of New York Mellon in Q1 2023 and held it in 9 quarters.
  • Sage Mountain Advisors's Bank of New York Mellon position peaked at $883K in Q4 2025.
  • 1,762 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.