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

Simon Quick 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
Q3 		$563K Buy
3,892
+553
+17% +$86.9K 0.02% 278
2026
Q2 		$483K Buy
3,339
+522
+19% +$71.4K 0.02% 275
2026
Q1 		$334K Sell
2,817
-689
-20% -$81.9K 0.02% 291
2025
Q4 		$407K Buy
3,506
+78
+2% +$8.63K 0.02% 275
2025
Q3 		$373K Buy
3,428
+757
+28% +$77.2K 0.02% 299
2025
Q2 		$243K Sell
2,671
-5,116
-66% -$434K 0.01% 324
2025
Q1 		$653K Buy
7,787
+2,398
+44% +$202K 0.04% 242
2024
Q4 		$414K Buy
5,389
+468
+10% +$36.2K 0.02% 283
2024
Q3 		$354K Buy
4,921
+238
+5% +$15.7K 0.02% 282
2024
Q2 		$280K Buy
4,683
+265
+6% +$15.3K 0.02% 297
2024
Q1 		$255K Buy
4,418
+453
+11% +$24.9K 0.02% 336
2023
Q4 		$206K Buy
+3,965
New +$183K 0.02% 308
2020
Q4 		– Sell
-126
Closed -$4K – 440
2020
Q3 		$4K Buy
126
+98
+350% +$3.57K ﹤0.01% 376
2020
Q2 		$1K Buy
+28
New +$1.02K ﹤0.01% 426
2020
Q1 		– Sell
-397
Closed -$20K – 500
2019
Q4 		$20K Buy
+397
New +$18.9K 0.01% 325

Other funds holding BNY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Simon Quick Advisors's BNY Position: Q3 2026 in Review

Simon Quick Advisors increased its Bank of New York Mellon (BNY) stake by 17% in Q3 2026, buying an estimated $86.9K and bringing the position to 3,892 shares worth $563K. The position accounts for 0.02% of the portfolio, ranked #278.

Simon Quick Advisors first reported a position in BNY in Q4 2019 and has held it in 15 quarters since. The position peaked at $653K in Q1 2025. 625 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • Simon Quick Advisors held 3,892 shares of Bank of New York Mellon worth $563K as of Q3 2026.
  • Simon Quick Advisors bought 553 Bank of New York Mellon shares in Q3 2026, an estimated $86.9K.
  • Bank of New York Mellon made up 0.02% of Simon Quick Advisors's portfolio in Q3 2026, its #278 holding.
  • Simon Quick Advisors first reported a position in Bank of New York Mellon in Q4 2019 and has held it in 15 quarters since.
  • Simon Quick Advisors's Bank of New York Mellon position peaked at $653K in Q1 2025.
  • 625 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.