SF
BNY

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

Summit Financial’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 		$10M Buy
69,336
+1,901
+3% +$260K 0.11% 179
2026
Q1 		$8M Buy
67,435
+7,098
+12% +$844K 0.1% 199
2025
Q4 		$7M Buy
60,337
+10
+0% +$1.11K 0.1% 185
2025
Q3 		$6.57M Buy
60,327
+2,160
+4% +$220K 0.1% 195
2025
Q2 		$5.3M Buy
58,167
+46,525
+400% +$3.95M 0.12% 154
2025
Q1 		$976K Buy
11,642
+249
+2% +$20.9K 0.03% 380
2024
Q4 		$875K Buy
11,393
+607
+6% +$46.9K 0.03% 342
2024
Q3 		$775K Sell
10,786
-171
-2% -$11.2K 0.03% 301
2024
Q2 		$656K Buy
10,957
+3,605
+49% +$209K 0.03% 283
2024
Q1 		$424K Sell
7,352
-215
-3% -$11.8K 0.03% 281
2023
Q4 		$394K Buy
7,567
+161
+2% +$7.42K 0.03% 272
2023
Q3 		$316K Sell
7,406
-23
-0.3% -$1.02K 0.02% 284
2023
Q2 		$331K Sell
7,429
-68
-0.9% -$2.92K 0.02% 268
2023
Q1 		$341K Sell
7,497
-341
-4% -$16.5K 0.03% 203
2022
Q4 		$357K Sell
7,838
-160
-2% -$6.86K 0.03% 196
2022
Q3 		$308K Buy
7,998
+624
+8% +$26.6K 0.03% 211
2022
Q2 		$308K Sell
7,374
-317
-4% -$14.1K 0.03% 195
2022
Q1 		$382K Sell
7,691
-67
-0.9% -$3.81K 0.03% 205
2021
Q4 		$451K Buy
7,758
+177
+2% +$10.2K 0.03% 175
2021
Q3 		$393K Buy
7,581
+436
+6% +$22.7K 0.03% 165
2021
Q2 		$366K Buy
+7,145
New +$357K 0.04% 112

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

Summit Financial's BNY Position: Q2 2026 in Review

Summit Financial increased its Bank of New York Mellon (BNY) stake by 2.8% in Q2 2026, buying an estimated $260K and bringing the position to 69,336 shares worth $10M. The position accounts for 0.11% of the portfolio, ranked #179.

Summit Financial first reported a position in BNY in Q2 2021 and has held it in 21 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Summit Financial held 69,336 shares of Bank of New York Mellon worth $10M as of Q2 2026.
  • Summit Financial bought 1,901 Bank of New York Mellon shares in Q2 2026, an estimated $260K.
  • Bank of New York Mellon made up 0.11% of Summit Financial's portfolio in Q2 2026, its #179 holding.
  • Summit Financial first reported a position in Bank of New York Mellon in Q2 2021 and has held it in 21 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.