Silver Oak Securities’s Bank of New York Mellon BNY Stock Holding History

Silver Oak Securities’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 Q3	$692K	Buy	4,687 +199	+4%	+$31.3K	0.05%	384
2026 Q2	$649K	Buy	4,488 +73	+2%	+$10K	0.04%	387
2026 Q1	$524K	Buy	4,415 +233	+6%	+$27.7K	0.04%	425
2025 Q4	$489K	Buy	4,182 +75	+2%	+$8.3K	0.03%	467
2025 Q3	$447K	Buy	4,107 +214	+5%	+$21.8K	0.03%	461
2025 Q2	$355K	Buy	3,893 +215	+6%	+$18.3K	0.03%	494
2025 Q1	$304K	Sell	3,678 -10	-0.3%	-$840	0.03%	500
2024 Q4	$284K	Sell	3,688 -682	-16%	-$52.7K	0.03%	525
2024 Q3	$313K	Buy	+4,370	New	+$287K	0.03%	421

Other funds holding BNY

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Silver Oak Securities's BNY Position: Q3 2026 in Review

Silver Oak Securities increased its Bank of New York Mellon (BNY) stake by 4.4% in Q3 2026, buying an estimated $31.3K and bringing the position to 4,687 shares worth $692K. The position accounts for 0.05% of the portfolio, ranked #384.

Silver Oak Securities first reported a position in BNY in Q3 2024 and has held it in 9 quarters since. 1,260 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

Silver Oak Securities held 4,687 shares of Bank of New York Mellon worth $692K as of Q3 2026.
Silver Oak Securities bought 199 Bank of New York Mellon shares in Q3 2026, an estimated $31.3K.
Bank of New York Mellon made up 0.05% of Silver Oak Securities's portfolio in Q3 2026, its #384 holding.
Silver Oak Securities first reported a position in Bank of New York Mellon in Q3 2024 and has held it in 9 quarters since.
1,260 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Silver Oak Securities's 13F filing for Q3 2026, filed 9 Nov 2026.