SSG
BNY

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

Summit Securities 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 		$23K Buy
159
+46
+41% +$6.29K ﹤0.01% 693
2026
Q1 		$13.4K Sell
113
-923
-89% -$110K ﹤0.01% 609
2025
Q4 		$120K Sell
1,036
-1,656
-62% -$183K 0.02% 438
2025
Q3 		$293K Buy
2,692
+2,211
+460% +$225K 0.06% 222
2025
Q2 		$43.8K Buy
+481
New +$40.8K 0.01% 548
2024
Q1 		– Sell
-1
Closed – – 491
2023
Q4 		$0 Buy
+1
New +$46 ﹤0.01% 677
2023
Q3 		– Sell
-938
Closed -$42K – 590
2023
Q2 		$42K Sell
938
-504
-35% -$21.6K 0.01% 445
2023
Q1 		$66K Buy
1,442
+698
+94% +$33.8K 0.01% 367
2022
Q4 		$34K Sell
744
-791
-52% -$33.9K ﹤0.01% 797
2022
Q3 		$59K Sell
1,535
-819
-35% -$34.9K ﹤0.01% 591
2022
Q2 		$98K Buy
2,354
+151
+7% +$6.73K 0.01% 416
2022
Q1 		$109K Buy
+2,203
New +$125K 0.01% 491
2015
Q4 		– Sell
-200
Closed -$8.4K – 294
2015
Q3 		$8K Sell
200
-600
-75% -$24.9K 0.01% 264
2015
Q2 		$34K Buy
+800
New +$34.1K 0.02% 268
2014
Q3 		– Sell
-2,800
Closed -$105K – 706
2014
Q2 		$105K Buy
+2,800
New +$96.9K 0.04% 230
2014
Q1 		– Sell
-11,300
Closed -$395K – 413
2013
Q4 		$395K Sell
11,300
-1,600
-12% -$52.1K 0.07% 127
2013
Q3 		$389K Buy
12,900
+9,500
+279% +$291K 0.13% 79
2013
Q2 		$95K Buy
+3,400
New +$97.6K 0.05% 132

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 Securities Group's BNY Position: Q2 2026 in Review

Summit Securities Group increased its Bank of New York Mellon (BNY) stake by 41% in Q2 2026, buying an estimated $6.29K and bringing the position to 159 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Summit Securities Group first reported a position in BNY in Q2 2013 and has held it in 18 quarters since. The position peaked at $395K in Q4 2013. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Summit Securities Group held 159 shares of Bank of New York Mellon worth $23K as of Q2 2026.
  • Summit Securities Group bought 46 Bank of New York Mellon shares in Q2 2026, an estimated $6.29K.
  • Bank of New York Mellon made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #693 holding.
  • Summit Securities Group first reported a position in Bank of New York Mellon in Q2 2013 and has held it in 18 quarters since.
  • Summit Securities Group's Bank of New York Mellon position peaked at $395K in Q4 2013.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.