SFA
BNY

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

Sequoia Financial 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 		$9.18M Sell
63,485
-1,629
-3% -$223K 0.05% 237
2026
Q1 		$7.72M Sell
65,114
-2,708
-4% -$322K 0.04% 245
2025
Q4 		$7.87M Buy
67,822
+9,635
+17% +$1.07M 0.04% 240
2025
Q3 		$6.34M Buy
58,187
+7,906
+16% +$806K 0.04% 265
2025
Q2 		$4.58M Sell
50,281
-1,522
-3% -$129K 0.03% 295
2025
Q1 		$4.34M Sell
51,803
-284
-0.5% -$23.9K 0.03% 291
2024
Q4 		$4M Buy
52,087
+1,474
+3% +$114K 0.04% 282
2024
Q3 		$3.64M Buy
50,613
+32,914
+186% +$2.16M 0.04% 263
2024
Q2 		$1.06M Buy
17,699
+646
+4% +$37.4K 0.01% 469
2024
Q1 		$983K Sell
17,053
-11,721
-41% -$645K 0.01% 482
2023
Q4 		$1.5M Buy
28,774
+16,049
+126% +$739K 0.02% 422
2023
Q3 		$543K Buy
12,725
+471
+4% +$21K 0.01% 496
2023
Q2 		$546K Sell
12,254
-20
-0.2% -$858 0.01% 502
2023
Q1 		$558K Buy
12,274
+241
+2% +$11.7K 0.01% 437
2022
Q4 		$548K Buy
+12,033
New +$516K 0.01% 406
2020
Q2 		– Sell
-24,317
Closed -$819K – 369
2020
Q1 		$819K Buy
24,317
+19,249
+380% +$808K 0.06% 141
2019
Q4 		$255K Sell
5,068
-306
-6% -$14.6K 0.02% 322
2019
Q3 		$243K Sell
5,374
-18
-0.3% -$801 0.02% 311
2019
Q2 		$238K Sell
5,392
-106
-2% -$4.98K 0.02% 317
2019
Q1 		$277K Buy
+5,498
New +$283K 0.02% 283

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

Sequoia Financial Advisors's BNY Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Bank of New York Mellon (BNY) stake by 2.5% in Q2 2026, selling an estimated $223K and leaving 63,485 shares worth $9.18M. The position accounts for 0.05% of the portfolio, ranked #237.

Sequoia Financial Advisors first reported a position in BNY in Q1 2019 and has held it in 20 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Sequoia Financial Advisors held 63,485 shares of Bank of New York Mellon worth $9.18M as of Q2 2026.
  • Sequoia Financial Advisors sold 1,629 Bank of New York Mellon shares in Q2 2026, an estimated $223K.
  • Bank of New York Mellon made up 0.05% of Sequoia Financial Advisors's portfolio in Q2 2026, its #237 holding.
  • Sequoia Financial Advisors first reported a position in Bank of New York Mellon in Q1 2019 and has held it in 20 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.