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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Simon Quick Advisors's BNY Position: Q2 2026 in Review

Simon Quick Advisors increased its Bank of New York Mellon (BNY) stake by 19% in Q2 2026, buying an estimated $71.4K and bringing the position to 3,339 shares worth $483K. The position accounts for 0.02% of the portfolio, ranked #275.

Simon Quick Advisors first reported a position in BNY in Q4 2019 and has held it in 14 quarters since. The position peaked at $653K in Q1 2025. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Simon Quick Advisors held 3,339 shares of Bank of New York Mellon worth $483K as of Q2 2026.
Simon Quick Advisors bought 522 Bank of New York Mellon shares in Q2 2026, an estimated $71.4K.
Bank of New York Mellon made up 0.02% of Simon Quick Advisors's portfolio in Q2 2026, its #275 holding.
Simon Quick Advisors first reported a position in Bank of New York Mellon in Q4 2019 and has held it in 14 quarters since.
Simon Quick Advisors's Bank of New York Mellon position peaked at $653K in Q1 2025.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.