SC
BNY

Savant Capital’s Bank of New York Mellon BNY Stock Holding History

Savant Capital’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 		$4.72M Buy
32,543
+551
+2% +$75.3K 0.01% 420
2026
Q1 		$3.8M Buy
31,992
+5,258
+20% +$625K 0.02% 309
2025
Q4 		$3.1M Buy
26,734
+1,100
+4% +$122K 0.02% 323
2025
Q3 		$2.79M Buy
25,634
+688
+3% +$70.2K 0.02% 327
2025
Q2 		$2.27M Buy
24,946
+2,404
+11% +$204K 0.02% 337
2025
Q1 		$1.89M Sell
22,542
-27,191
-55% -$2.29M 0.02% 345
2024
Q4 		$3.82M Buy
49,733
+470
+1% +$36.3K 0.03% 282
2024
Q3 		$3.54M Buy
49,263
+7,255
+17% +$477K 0.03% 288
2024
Q2 		$2.52M Buy
42,008
+31,610
+304% +$1.83M 0.03% 320
2024
Q1 		$599K Sell
10,398
-7,893
-43% -$435K 0.01% 678
2023
Q4 		$952K Buy
18,291
+181
+1% +$8.34K 0.01% 428
2023
Q3 		$772K Buy
18,110
+9,296
+105% +$414K 0.01% 442
2023
Q2 		$392K Sell
8,814
-268
-3% -$11.5K 0.01% 573
2023
Q1 		$413K Buy
9,082
+4,124
+83% +$200K 0.01% 507
2022
Q4 		$226K Sell
4,958
-933
-16% -$40K 0.01% 535
2022
Q3 		$227K Sell
5,891
-129
-2% -$5.5K 0.01% 482
2022
Q2 		$251K Buy
+6,020
New +$268K 0.01% 470
2022
Q1 		– Sell
-3,507
Closed -$204K – 571
2021
Q4 		$204K Buy
+3,507
New +$202K 0.01% 542

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Savant Capital's BNY Position: Q2 2026 in Review

Savant Capital increased its Bank of New York Mellon (BNY) stake by 1.7% in Q2 2026, buying an estimated $75.3K and bringing the position to 32,543 shares worth $4.72M. The position accounts for 0.01% of the portfolio, ranked #420.

Savant Capital first reported a position in BNY in Q4 2021 and has held it in 18 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Savant Capital held 32,543 shares of Bank of New York Mellon worth $4.72M as of Q2 2026.
  • Savant Capital bought 551 Bank of New York Mellon shares in Q2 2026, an estimated $75.3K.
  • Bank of New York Mellon made up 0.01% of Savant Capital's portfolio in Q2 2026, its #420 holding.
  • Savant Capital first reported a position in Bank of New York Mellon in Q4 2021 and has held it in 18 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.