Snowden Capital Advisors’s Bank of New York Mellon BNY Stock Holding History

Snowden Capital 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	$1.07M	Sell	7,422 -4,595	-38%	-$628K	0.03%	550
2026 Q1	$1.43M	Buy	12,017 +159	+1%	+$18.9K	0.04%	419
2025 Q4	$1.38M	Buy	11,858 +15	+0.1%	+$1.66K	0.04%	423
2025 Q3	$1.29M	Sell	11,843 -454	-4%	-$46.3K	0.04%	442
2025 Q2	$1.12M	Sell	12,297 -2,329	-16%	-$198K	0.03%	477
2025 Q1	$1.23M	Buy	14,626 +4,822	+49%	+$405K	0.04%	436
2024 Q4	$753K	Sell	9,804 -729	-7%	-$56.3K	0.02%	610
2024 Q3	$757K	Sell	10,533 -1,366	-11%	-$89.8K	0.02%	611
2024 Q2	$713K	Sell	11,899 -109	-0.9%	-$6.31K	0.02%	620
2024 Q1	$692K	Buy	12,008 +2,873	+31%	+$158K	0.02%	627
2023 Q4	$475K	Sell	9,135 -2,306	-20%	-$106K	0.02%	714
2023 Q3	$488K	Sell	11,441 -944	-8%	-$42.1K	0.02%	669
2023 Q2	$551K	Buy	12,385 +1,234	+11%	+$53K	0.02%	690
2023 Q1	$507K	Buy	11,151 +859	+8%	+$41.7K	0.02%	725
2022 Q4	$468K	Buy	+10,292	New	+$441K	0.02%	729
2022 Q3	–	Sell	-4,846	Closed	-$202K	–	1117
2022 Q2	$202K	Sell	4,846 -1,515	-24%	-$67.5K	0.01%	1048
2022 Q1	$315K	Buy	6,361 +3,788	+147%	+$215K	0.01%	802
2021 Q4	$149K	Sell	2,573 -2,594	-50%	-$149K	0.01%	730
2021 Q3	$268K	Sell	5,167 -293	-5%	-$15.2K	0.01%	734
2021 Q2	$280K	Buy	5,460 +864	+19%	+$43.2K	0.01%	734
2021 Q1	$217K	Buy	+4,596	New	+$202K	0.01%	738
2019 Q3	–	Sell	-36,163	Closed	-$1.6M	–	515
2019 Q2	$1.6M	Buy	36,163 +385	+1%	+$18.1K	0.16%	189
2019 Q1	$1.8M	Sell	35,778 -12	-0%	-$618	0.2%	170
2018 Q4	$1.68M	Buy	35,790 +3,025	+9%	+$147K	0.22%	165
2018 Q3	$1.67M	Buy	32,765 +51	+0.2%	+$2.68K	0.19%	181
2018 Q2	$1.76M	Sell	32,714 -366	-1%	-$20.2K	0.23%	153
2018 Q1	$1.7M	Buy	+33,080	New	+$1.84M	0.25%	147

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

Snowden Capital Advisors's BNY Position: Q2 2026 in Review

Snowden Capital Advisors reduced its Bank of New York Mellon (BNY) stake by 38% in Q2 2026, selling an estimated $628K and leaving 7,422 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #550.

Snowden Capital Advisors first reported a position in BNY in Q1 2018 and has held it in 27 quarters since. The position peaked at $1.8M in Q1 2019. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Snowden Capital Advisors held 7,422 shares of Bank of New York Mellon worth $1.07M as of Q2 2026.
Snowden Capital Advisors sold 4,595 Bank of New York Mellon shares in Q2 2026, an estimated $628K.
Bank of New York Mellon made up 0.03% of Snowden Capital Advisors's portfolio in Q2 2026, its #550 holding.
Snowden Capital Advisors first reported a position in Bank of New York Mellon in Q1 2018 and has held it in 27 quarters since.
Snowden Capital Advisors's Bank of New York Mellon position peaked at $1.8M in Q1 2019.
1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.