SageView Advisory Group’s Bank of New York Mellon BNY Stock Holding History

SageView Advisory 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
2026 Q2	$1.32M	Buy	9,103 +105	+1%	+$14.4K	0.04%	208
2026 Q1	$1.07M	Sell	8,998 -394	-4%	-$46.9K	0.04%	227
2025 Q4	$1.09M	Sell	9,392 -9,295	-50%	-$1.03M	0.04%	245
2025 Q3	$2.04M	Sell	18,687 -305	-2%	-$31.1K	0.07%	151
2025 Q2	$1.91M	Buy	18,992 +814	+4%	+$69.1K	0.07%	143
2025 Q1	$1.52M	Sell	18,178 -89	-0.5%	-$7.48K	0.07%	158
2024 Q4	$1.4M	Buy	18,267 +1,540	+9%	+$119K	0.06%	177
2024 Q3	$1.2M	Buy	16,727 +1,631	+11%	+$107K	0.06%	172
2024 Q2	$904K	Sell	15,096 -228	-1%	-$13.2K	0.04%	235
2024 Q1	$883K	Sell	15,324 -6,223	-29%	-$343K	0.04%	216
2023 Q4	$1.21M	Buy	+21,547	New	+$992K	0.05%	221
2023 Q2	–	Sell	-7,519	Closed	-$342K	–	544
2023 Q1	$342K	Sell	7,519 -571	-7%	-$27.7K	0.02%	364
2022 Q4	$368K	Buy	+8,090	New	+$347K	0.03%	291

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

SageView Advisory Group's BNY Position: Q2 2026 in Review

SageView Advisory Group increased its Bank of New York Mellon (BNY) stake by 1.2% in Q2 2026, buying an estimated $14.4K and bringing the position to 9,103 shares worth $1.32M. The position accounts for 0.04% of the portfolio, ranked #208.

SageView Advisory Group first reported a position in BNY in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.04M in Q3 2025. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

SageView Advisory Group held 9,103 shares of Bank of New York Mellon worth $1.32M as of Q2 2026.
SageView Advisory Group bought 105 Bank of New York Mellon shares in Q2 2026, an estimated $14.4K.
Bank of New York Mellon made up 0.04% of SageView Advisory Group's portfolio in Q2 2026, its #208 holding.
SageView Advisory Group first reported a position in Bank of New York Mellon in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Bank of New York Mellon position peaked at $2.04M in Q3 2025.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.