Summit Financial Strategies’s Bank of New York Mellon BNY Stock Holding History

Summit Financial Strategies’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	$1.23M	Hold	8,478	–	–	0.09%	68
2026 Q1	$1.01M	Hold	8,478	–	–	0.08%	68
2025 Q4	$984K	Hold	8,478	–	–	0.08%	68
2025 Q3	$924K	Hold	8,478	–	–	0.08%	66
2025 Q2	$772K	Buy	8,478 +28	+0.3%	+$2.38K	0.07%	70
2025 Q1	$709K	Hold	8,450	–	–	0.07%	68
2024 Q4	$649K	Hold	8,450	–	–	0.07%	68
2024 Q3	$607K	Hold	8,450	–	–	0.07%	69
2024 Q2	$506K	Hold	8,450	–	–	0.06%	76
2024 Q1	$487K	Hold	8,450	–	–	0.07%	81
2023 Q4	$440K	Hold	8,450	–	–	0.07%	77
2023 Q3	$360K	Hold	8,450	–	–	0.07%	88
2023 Q2	$376K	Hold	8,450	–	–	0.07%	86
2023 Q1	$384K	Hold	8,450	–	–	0.08%	81
2022 Q4	$385K	Hold	8,450	–	–	0.08%	78
2022 Q3	$325K	Hold	8,450	–	–	0.08%	83
2022 Q2	$352K	Hold	8,450	–	–	0.08%	76
2022 Q1	$419K	Hold	8,450	–	–	0.08%	70
2021 Q4	$491K	Buy	+8,450	New	+$486K	0.09%	64

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

Summit Financial Strategies's BNY Position: Q2 2026 in Review

Summit Financial Strategies held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 8,478 shares worth $1.23M. The position accounts for 0.09% of the portfolio, ranked #68.

Summit Financial Strategies first reported a position in BNY in Q4 2021 and has held it in 19 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Summit Financial Strategies held 8,478 shares of Bank of New York Mellon worth $1.23M as of Q2 2026.
Summit Financial Strategies left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up 0.09% of Summit Financial Strategies's portfolio in Q2 2026, its #68 holding.
Summit Financial Strategies first reported a position in Bank of New York Mellon in Q4 2021 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 Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.