SFS
BNY

Sowell Financial Services’s Bank of New York Mellon BNY Stock Holding History

Sowell Financial Services’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 		$1.31M Sell
9,080
-156
-2% -$21.3K 0.04% 398
2026
Q1 		$1.1M Buy
9,236
+794
+9% +$94.4K 0.04% 416
2025
Q4 		$980K Buy
8,442
+6
+0.1% +$664 0.04% 445
2025
Q3 		$919K Sell
8,436
-27
-0.3% -$2.75K 0.04% 450
2025
Q2 		$771K Buy
8,463
+181
+2% +$15.4K 0.03% 490
2025
Q1 		$695K Buy
+8,282
New +$696K 0.03% 501
2024
Q3 		– Sell
-12,064
Closed -$723K – 537
2024
Q2 		$723K Sell
12,064
-1,433
-11% -$82.9K 0.03% 383
2024
Q1 		$778K Sell
13,497
-457
-3% -$25.2K 0.04% 392
2023
Q4 		$726K Buy
13,954
+834
+6% +$38.4K 0.04% 381
2023
Q3 		$560K Buy
+13,120
New +$585K 0.04% 385
2023
Q2 		– Sell
-5,750
Closed -$261K – 582
2023
Q1 		$261K Buy
+5,750
New +$279K 0.02% 611
2021
Q3 		– Sell
-11,962
Closed -$613K – 479
2021
Q2 		$613K Sell
11,962
-404
-3% -$20.2K 0.04% 393
2021
Q1 		$642K Buy
12,366
+6,605
+115% +$291K 0.02% 551
2020
Q4 		$245K Buy
5,761
+82
+1% +$3.15K 0.01% 768
2020
Q3 		$195K Buy
5,679
+5
+0.1% +$182 0.01% 736
2020
Q2 		$219K Buy
5,674
+5,514
+3,446% +$202K 0.01% 684
2020
Q1 		$5K Sell
160
-71
-31% -$2.98K ﹤0.01% 1804
2019
Q4 		$12K Buy
231
+9
+4% +$430 ﹤0.01% 1614
2019
Q3 		$10K Buy
+222
New +$9.88K ﹤0.01% 1518

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

Sowell Financial Services's BNY Position: Q2 2026 in Review

Sowell Financial Services reduced its Bank of New York Mellon (BNY) stake by 1.7% in Q2 2026, selling an estimated $21.3K and leaving 9,080 shares worth $1.31M. The position accounts for 0.04% of the portfolio, ranked #398.

Sowell Financial Services first reported a position in BNY in Q3 2019 and has held it in 19 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Sowell Financial Services held 9,080 shares of Bank of New York Mellon worth $1.31M as of Q2 2026.
  • Sowell Financial Services sold 156 Bank of New York Mellon shares in Q2 2026, an estimated $21.3K.
  • Bank of New York Mellon made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #398 holding.
  • Sowell Financial Services first reported a position in Bank of New York Mellon in Q3 2019 and has held it in 19 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.