Sumitomo Mitsui Financial Group’s Bank of New York Mellon BNY Stock Holding History

Sumitomo Mitsui Financial Group’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	$4.17M	Buy	28,820 +2,495	+9%	+$341K	0.08%	67
2026 Q1	$3.12M	Buy	26,325 +2,935	+13%	+$349K	0.06%	76
2025 Q4	$2.72M	Buy	23,390 +2,547	+12%	+$282K	0.05%	75
2025 Q3	$2.27M	Buy	20,843 +1,177	+6%	+$120K	0.04%	75
2025 Q2	$1.79M	Buy	19,666 +2,204	+13%	+$187K	0.03%	79
2025 Q1	$1.46M	Buy	17,462 +5,179	+42%	+$435K	0.03%	80
2024 Q4	$944K	Sell	12,283 -5,574	-31%	-$431K	0.01%	95
2024 Q3	$1.28M	Sell	17,857 -4,000	-18%	-$263K	0.03%	87
2024 Q2	$1.31M	Sell	21,857 -2,841	-12%	-$164K	0.04%	85
2024 Q1	$1.42M	Sell	24,698 -4,753	-16%	-$262K	0.04%	85
2023 Q4	$1.53M	Sell	29,451 -7,833	-21%	-$361K	0.05%	77
2023 Q3	$1.59M	Buy	37,284 +2,716	+8%	+$121K	0.05%	82
2023 Q2	$1.54M	Buy	34,568 +3,701	+12%	+$159K	0.05%	87
2023 Q1	$1.4M	Buy	30,867 +6,739	+28%	+$327K	0.04%	95
2022 Q4	$1.1M	Sell	24,128 -1,016	-4%	-$43.6K	0.04%	106
2022 Q3	$969K	Sell	25,144 -18,519	-42%	-$790K	0.04%	118
2022 Q2	$1.82M	Sell	43,663 -13,987	-24%	-$623K	0.05%	108
2022 Q1	$2.86M	Buy	57,650 +7,024	+14%	+$399K	0.08%	99
2021 Q4	$2.94M	Buy	50,626 +4,137	+9%	+$238K	0.08%	89
2021 Q3	$2.41M	Buy	46,489 +8,079	+21%	+$420K	0.06%	94
2021 Q2	$1.97M	Buy	38,410 +34,456	+871%	+$1.72M	0.04%	95
2021 Q1	$187K	Buy	3,954 +3,018	+322%	+$133K	﹤0.01%	146
2020 Q4	$40K	Sell	936 -980	-51%	-$37.6K	﹤0.01%	136
2020 Q3	$66K	Sell	1,916 -1,632	-46%	-$59.4K	﹤0.01%	133
2020 Q2	$137K	Buy	3,548 +923	+35%	+$33.8K	﹤0.01%	114
2020 Q1	$88K	Buy	+2,625	New	+$110K	﹤0.01%	125

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

Sumitomo Mitsui Financial Group's BNY Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group increased its Bank of New York Mellon (BNY) stake by 9.5% in Q2 2026, buying an estimated $341K and bringing the position to 28,820 shares worth $4.17M. The position accounts for 0.08% of the portfolio, ranked #67.

Sumitomo Mitsui Financial Group first reported a position in BNY in Q1 2020 and has held it in 26 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Sumitomo Mitsui Financial Group held 28,820 shares of Bank of New York Mellon worth $4.17M as of Q2 2026.
Sumitomo Mitsui Financial Group bought 2,495 Bank of New York Mellon shares in Q2 2026, an estimated $341K.
Bank of New York Mellon made up 0.08% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #67 holding.
Sumitomo Mitsui Financial Group first reported a position in Bank of New York Mellon in Q1 2020 and has held it in 26 quarters since.
1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.