Sanibel Captiva Trust Company’s Bank of New York Mellon BNY Stock Holding History

Sanibel Captiva Trust Company’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	$2.87M	Buy	19,864 +2,437	+14%	+$333K	0.07%	168
2026 Q1	$2.07M	Buy	17,427 +350	+2%	+$41.6K	0.06%	184
2025 Q4	$1.98M	Buy	17,077 +1,019	+6%	+$113K	0.05%	181
2025 Q3	$1.75M	Buy	16,058 +840	+6%	+$85.7K	0.05%	188
2025 Q2	$1.39M	Buy	15,218 +100	+0.7%	+$8.49K	0.04%	198
2025 Q1	$1.27M	Sell	15,118 -848	-5%	-$71.3K	0.04%	207
2024 Q4	$1.23M	Buy	15,966 +494	+3%	+$38.2K	0.04%	205
2024 Q3	$1.11M	Buy	15,472 +99	+0.6%	+$6.51K	0.04%	211
2024 Q2	$921K	Sell	15,373 -30	-0.2%	-$1.74K	0.03%	215
2024 Q1	$888K	Buy	15,403 +19	+0.1%	+$1.05K	0.03%	211
2023 Q4	$801K	Buy	+15,384	New	+$709K	0.03%	205

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 $3.38T AUM 44.17% 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

Sanibel Captiva Trust Company's BNY Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its Bank of New York Mellon (BNY) stake by 14% in Q2 2026, buying an estimated $333K and bringing the position to 19,864 shares worth $2.87M. The position accounts for 0.07% of the portfolio, ranked #168.

Sanibel Captiva Trust Company first reported a position in BNY in Q4 2023 and has held it in 11 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Sanibel Captiva Trust Company held 19,864 shares of Bank of New York Mellon worth $2.87M as of Q2 2026.
Sanibel Captiva Trust Company bought 2,437 Bank of New York Mellon shares in Q2 2026, an estimated $333K.
Bank of New York Mellon made up 0.07% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #168 holding.
Sanibel Captiva Trust Company first reported a position in Bank of New York Mellon in Q4 2023 and has held it in 11 quarters since.
1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.