SA
BNY

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

Strategic 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 		$626K Sell
4,329
-32
-0.7% -$4.38K 0.14% 99
2026
Q1 		$517K Buy
4,361
+6
+0.1% +$714 0.09% 135
2025
Q4 		$506K Sell
4,355
-34
-0.8% -$3.76K 0.08% 132
2025
Q3 		$478K Sell
4,389
-57
-1% -$5.81K 0.08% 137
2025
Q2 		$405K Buy
+4,446
New +$378K 0.08% 128

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

Strategic Advisors's BNY Position: Q2 2026 in Review

Strategic Advisors reduced its Bank of New York Mellon (BNY) stake by 0.73% in Q2 2026, selling an estimated $4.38K and leaving 4,329 shares worth $626K. The position accounts for 0.14% of the portfolio, ranked #99.

Strategic Advisors first reported a position in BNY in Q2 2025 and has held it in 5 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Strategic Advisors held 4,329 shares of Bank of New York Mellon worth $626K as of Q2 2026.
  • Strategic Advisors sold 32 Bank of New York Mellon shares in Q2 2026, an estimated $4.38K.
  • Bank of New York Mellon made up 0.14% of Strategic Advisors's portfolio in Q2 2026, its #99 holding.
  • Strategic Advisors first reported a position in Bank of New York Mellon in Q2 2025 and has held it in 5 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.