SFP
BNY

Sandbox Financial Partners’s Bank of New York Mellon BNY Stock Holding History

Sandbox Financial Partners’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 		$392K Sell
3,306
-3
-0.1% -$357 0.11% 86
2025
Q4 		$384K Sell
3,309
-15
-0.5% -$1.66K 0.11% 83
2025
Q3 		$362K Buy
3,324
+7
+0.2% +$714 0.1% 86
2025
Q2 		$302K Buy
3,317
+8
+0.2% +$679 0.1% 90
2025
Q1 		$277K Buy
3,309
+8
+0.2% +$672 0.1% 92
2024
Q4 		$254K Sell
3,301
-17
-0.5% -$1.31K 0.08% 95
2024
Q3 		$238K Buy
+3,318
New +$218K 0.08% 96

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

Sandbox Financial Partners's BNY Position: Q1 2026 in Review

Sandbox Financial Partners reduced its Bank of New York Mellon (BNY) stake by 0.09% in Q1 2026, selling an estimated $357 and leaving 3,306 shares worth $392K. The position accounts for 0.11% of the portfolio, ranked #86.

Sandbox Financial Partners first reported a position in BNY in Q3 2024 and has held it in 7 quarters since. 1,767 funds tracked by Wall St. Rank hold BNY as of Q1 2026.

  • Sandbox Financial Partners held 3,306 shares of Bank of New York Mellon worth $392K as of Q1 2026.
  • Sandbox Financial Partners sold 3 Bank of New York Mellon shares in Q1 2026, an estimated $357.
  • Bank of New York Mellon made up 0.11% of Sandbox Financial Partners's portfolio in Q1 2026, its #86 holding.
  • Sandbox Financial Partners first reported a position in Bank of New York Mellon in Q3 2024 and has held it in 7 quarters since.
  • 1,767 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.