SIA
BNY

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

SGL Investment 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 		$769K Buy
4,821
+2,821
+141% +$386K 0.27% 71
2026
Q1 		$265K Hold
2,000
– – 0.1% 118
2025
Q4 		$241K Hold
2,000
– – 0.1% 122
2025
Q3 		$216K Buy
+2,000
New +$204K 0.09% 123
2025
Q2 		– Sell
-8,508
Closed -$727K – 121
2025
Q1 		$727K Sell
8,508
-86
-1% -$7.23K 0.38% 54
2024
Q4 		$733K Sell
8,594
-1,429
-14% -$110K 0.37% 52
2024
Q3 		$777K Buy
+10,023
New +$659K 0.4% 51

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

SGL Investment Advisors's BNY Position: Q2 2026 in Review

SGL Investment Advisors increased its Bank of New York Mellon (BNY) stake by 141% in Q2 2026, buying an estimated $386K and bringing the position to 4,821 shares worth $769K. The position accounts for 0.27% of the portfolio, ranked #71.

SGL Investment Advisors first reported a position in BNY in Q3 2024 and has held it in 7 quarters since. The position peaked at $777K in Q3 2024. 1,882 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • SGL Investment Advisors held 4,821 shares of Bank of New York Mellon worth $769K as of Q2 2026.
  • SGL Investment Advisors bought 2,821 Bank of New York Mellon shares in Q2 2026, an estimated $386K.
  • Bank of New York Mellon made up 0.27% of SGL Investment Advisors's portfolio in Q2 2026, its #71 holding.
  • SGL Investment Advisors first reported a position in Bank of New York Mellon in Q3 2024 and has held it in 7 quarters since.
  • SGL Investment Advisors's Bank of New York Mellon position peaked at $777K in Q3 2024.
  • 1,882 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.