SEIA
BNY

Signature Estate & Investment Advisors’s Bank of New York Mellon BNY Stock Holding History

Signature Estate & 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 		$587K Buy
4,055
+275
+7% +$37.6K 0.01% 400
2026
Q1 		$448K Buy
3,780
+1,147
+44% +$136K 0.01% 443
2025
Q4 		$306K Sell
2,633
-38
-1% -$4.21K 0.01% 494
2025
Q3 		$291K Buy
2,671
+25
+0.9% +$2.55K 0.01% 503
2025
Q2 		$241K Sell
2,646
-2
-0.1% -$170 0.01% 515
2025
Q1 		$222K Buy
+2,648
New +$223K 0.01% 507

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

Signature Estate & Investment Advisors's BNY Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Bank of New York Mellon (BNY) stake by 7.3% in Q2 2026, buying an estimated $37.6K and bringing the position to 4,055 shares worth $587K. The position accounts for 0.01% of the portfolio, ranked #400.

Signature Estate & Investment Advisors first reported a position in BNY in Q1 2025 and has held it in 6 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Signature Estate & Investment Advisors held 4,055 shares of Bank of New York Mellon worth $587K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 275 Bank of New York Mellon shares in Q2 2026, an estimated $37.6K.
  • Bank of New York Mellon made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #400 holding.
  • Signature Estate & Investment Advisors first reported a position in Bank of New York Mellon in Q1 2025 and has held it in 6 quarters since.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.