SIA
BNY

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

Strategic Investment 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 		$1.6M Sell
11,038
-1,463
-12% -$200K 0.1% 99
2026
Q1 		$1.49M Buy
12,501
+5,823
+87% +$692K 0.1% 100
2025
Q4 		$775K Sell
6,678
-258
-4% -$28.5K 0.07% 120
2025
Q3 		$756K Sell
6,936
-1,002
-13% -$102K 0.07% 118
2025
Q2 		$715K Sell
7,938
-2,860
-26% -$243K 0.07% 123
2025
Q1 		$906K Sell
10,798
-949
-8% -$79.8K 0.1% 114
2024
Q4 		$903K Sell
11,747
-1,379
-11% -$107K 0.1% 121
2024
Q3 		$943K Sell
13,126
-391
-3% -$25.7K 0.1% 119
2024
Q2 		$810K Sell
13,517
-294
-2% -$17K 0.1% 131
2024
Q1 		$796K Sell
13,811
-1,433
-9% -$78.9K 0.1% 130
2023
Q4 		$793K Sell
15,244
-1,244
-8% -$57.3K 0.11% 120
2023
Q3 		$703K Sell
16,488
-212
-1% -$9.45K 0.12% 134
2023
Q2 		$743K Sell
16,700
-390
-2% -$16.7K 0.1% 108
2023
Q1 		$777K Sell
17,090
-107
-0.6% -$5.19K 0.14% 114
2022
Q4 		$783K Sell
17,197
-350
-2% -$15K 0.16% 106
2022
Q3 		$676K Sell
17,547
-473
-3% -$20.2K 0.15% 105
2022
Q2 		$752K Sell
18,020
-84
-0.5% -$3.74K 0.15% 106
2022
Q1 		$899K Sell
18,104
-265
-1% -$15.1K 0.17% 104
2021
Q4 		$1.07M Buy
18,369
+369
+2% +$21.2K 0.21% 100
2021
Q3 		$933K Buy
18,000
+1,036
+6% +$53.8K 0.2% 104
2021
Q2 		$869K Buy
16,964
+6,865
+68% +$343K 0.2% 108
2021
Q1 		$478K Buy
10,099
+2,619
+35% +$115K 0.12% 136
2020
Q4 		$317K Buy
7,480
+301
+4% +$11.6K 0.09% 168
2020
Q3 		$247K Buy
7,179
+623
+10% +$22.7K 0.08% 158
2020
Q2 		$253K Buy
+6,556
New +$240K 0.1% 151

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 Investment Advisors's BNY Position: Q2 2026 in Review

Strategic Investment Advisors reduced its Bank of New York Mellon (BNY) stake by 12% in Q2 2026, selling an estimated $200K and leaving 11,038 shares worth $1.6M. The position accounts for 0.1% of the portfolio, ranked #99.

Strategic Investment Advisors first reported a position in BNY in Q2 2020 and has held it in 25 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Strategic Investment Advisors held 11,038 shares of Bank of New York Mellon worth $1.6M as of Q2 2026.
  • Strategic Investment Advisors sold 1,463 Bank of New York Mellon shares in Q2 2026, an estimated $200K.
  • Bank of New York Mellon made up 0.1% of Strategic Investment Advisors's portfolio in Q2 2026, its #99 holding.
  • Strategic Investment Advisors first reported a position in Bank of New York Mellon in Q2 2020 and has held it in 25 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.