SAI
BNY

Savvy Advisors Inc’s Bank of New York Mellon BNY Stock Holding History

Savvy Advisors Inc’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
9,136
+1,236
+16% +$169K 0.03% 441
2026
Q1 		$937K Buy
7,900
+1,433
+22% +$170K 0.03% 448
2025
Q4 		$751K Buy
6,467
+1,139
+21% +$126K 0.02% 434
2025
Q3 		$581K Buy
5,328
+2,994
+128% +$305K 0.03% 394
2025
Q2 		$213K Buy
+2,334
New +$198K 0.01% 587

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's BNY Position: Q2 2026 in Review

Savvy Advisors Inc increased its Bank of New York Mellon (BNY) stake by 16% in Q2 2026, buying an estimated $169K and bringing the position to 9,136 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #441.

Savvy Advisors Inc first reported a position in BNY in Q2 2025 and has held it in 5 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Savvy Advisors Inc held 9,136 shares of Bank of New York Mellon worth $1.32M as of Q2 2026.
  • Savvy Advisors Inc bought 1,236 Bank of New York Mellon shares in Q2 2026, an estimated $169K.
  • Bank of New York Mellon made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #441 holding.
  • Savvy Advisors Inc first reported a position in Bank of New York Mellon in Q2 2025 and has held it in 5 quarters since.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.