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

Scarborough Advisors’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	–	Sell	-25	Closed	-$2.94K	–	208
2026 Q1	$2.94K	Hold	25	–	–	﹤0.01%	564
2025 Q4	$2.87K	Hold	25	–	–	﹤0.01%	347
2025 Q3	$2.68K	Buy	25 +1	+4%	+$102	﹤0.01%	347
2025 Q2	$2.23K	Buy	+24	New	+$2.04K	﹤0.01%	338
2024 Q3	–	Sell	-46	Closed	-$2.77K	–	161
2024 Q2	$2.77K	Hold	46	–	–	﹤0.01%	288
2024 Q1	$2.65K	Hold	46	–	–	﹤0.01%	289
2023 Q4	$2.38K	Buy	+46	New	+$2.12K	﹤0.01%	555

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

Scarborough Advisors's BNY Position: Q2 2026 in Review

Scarborough Advisors sold out of Bank of New York Mellon (BNY) in Q2 2026, closing a stake of 25 shares — an estimated $2.94K sold.

Scarborough Advisors first reported a position in BNY in Q4 2023 and held it in 7 quarters. The position peaked at $2.94K in Q1 2026. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Scarborough Advisors reported no remaining Bank of New York Mellon position as of Q2 2026 after selling out during the quarter.
Scarborough Advisors sold 25 Bank of New York Mellon shares in Q2 2026, an estimated $2.94K.
Scarborough Advisors first reported a position in Bank of New York Mellon in Q4 2023 and held it in 7 quarters.
Scarborough Advisors's Bank of New York Mellon position peaked at $2.94K in Q1 2026.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.