SN
BNY

Sittner & Nelson’s Bank of New York Mellon BNY Stock Holding History

Sittner & Nelson’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 		$86.8K Hold
600
– – 0.03% 245
2026
Q1 		$71.2K Hold
600
– – 0.03% 268
2025
Q4 		$74.6K Sell
600
-100
-14% -$11.1K 0.03% 240
2025
Q3 		$76.3K Hold
700
– – 0.03% 222
2025
Q2 		$63.8K Hold
700
– – 0.03% 229
2025
Q1 		$58.7K Hold
700
– – 0.03% 224
2024
Q4 		$53.8K Hold
700
– – 0.02% 219
2024
Q3 		$50.3K Hold
700
– – 0.02% 231
2024
Q2 		$41.9K Hold
700
– – 0.02% 225
2024
Q1 		$40.3K Hold
700
– – 0.02% 228
2023
Q4 		$36.4K Hold
700
– – 0.02% 239
2023
Q3 		$29.9K Hold
700
– – 0.02% 249
2023
Q2 		$31.2K Buy
700
+200
+40% +$8.58K 0.02% 251
2023
Q1 		$22.7K Hold
500
– – 0.01% 284
2022
Q4 		$22.8K Buy
+500
New +$21.4K 0.01% 269

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

Sittner & Nelson's BNY Position: Q2 2026 in Review

Sittner & Nelson held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 600 shares worth $86.8K. The position accounts for 0.03% of the portfolio, ranked #245.

Sittner & Nelson first reported a position in BNY in Q4 2022 and has held it in 15 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Sittner & Nelson held 600 shares of Bank of New York Mellon worth $86.8K as of Q2 2026.
  • Sittner & Nelson left its Bank of New York Mellon share count unchanged in Q2 2026.
  • Bank of New York Mellon made up 0.03% of Sittner & Nelson's portfolio in Q2 2026, its #245 holding.
  • Sittner & Nelson first reported a position in Bank of New York Mellon in Q4 2022 and has held it in 15 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.