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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$483K Sell
3,086
-1,329
-30% -$182K 0.04% 390
2026
Q1
$593K Sell
4,415
-3,312
-43% -$394K 0.05% 325
2025
Q4
$958K Sell
7,727
-889
-10% -$98.4K 0.08% 242
2025
Q3
$930K Sell
8,616
-1,856
-18% -$189K 0.08% 225
2025
Q2
$971K Sell
10,472
-1,343
-11% -$114K 0.1% 212
2025
Q1
$902K Buy
11,815
+4,033
+52% +$339K 0.12% 185
2024
Q4
$591K Buy
+7,782
New +$601K 0.08% 230

Other funds holding BNY

Sovran Advisors's BNY Position: Q2 2026 in Review

Sovran Advisors reduced its Bank of New York Mellon (BNY) stake by 30% in Q2 2026, selling an estimated $182K and leaving 3,086 shares worth $483K. The position accounts for 0.04% of the portfolio, ranked #390.

Sovran Advisors first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. The position peaked at $971K in Q2 2025. 1,870 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Sovran Advisors held 3,086 shares of Bank of New York Mellon worth $483K as of Q2 2026.
  • Sovran Advisors sold 1,329 Bank of New York Mellon shares in Q2 2026, an estimated $182K.
  • Bank of New York Mellon made up 0.04% of Sovran Advisors's portfolio in Q2 2026, its #390 holding.
  • Sovran Advisors first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
  • Sovran Advisors's Bank of New York Mellon position peaked at $971K in Q2 2025.
  • 1,870 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.