SP
BNY

SmartHarvest Portfolios’s Bank of New York Mellon BNY Stock Holding History

SmartHarvest Portfolios’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 		$480K Buy
3,316
+818
+33% +$112K 0.16% 137
2026
Q1 		$296K Sell
2,498
-579
-19% -$68.9K 0.12% 200
2025
Q4 		$357K Buy
+3,077
New +$340K 0.12% 174

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

SmartHarvest Portfolios's BNY Position: Q2 2026 in Review

SmartHarvest Portfolios increased its Bank of New York Mellon (BNY) stake by 33% in Q2 2026, buying an estimated $112K and bringing the position to 3,316 shares worth $480K. The position accounts for 0.16% of the portfolio, ranked #137.

SmartHarvest Portfolios first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,873 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • SmartHarvest Portfolios held 3,316 shares of Bank of New York Mellon worth $480K as of Q2 2026.
  • SmartHarvest Portfolios bought 818 Bank of New York Mellon shares in Q2 2026, an estimated $112K.
  • Bank of New York Mellon made up 0.16% of SmartHarvest Portfolios's portfolio in Q2 2026, its #137 holding.
  • SmartHarvest Portfolios first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
  • 1,873 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on SmartHarvest Portfolios's 13F filing for Q2 2026, filed 4 Aug 2026.