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
2013
Q4 		– Sell
-130
Closed -$2K – 517
2013
Q3 		$2K Buy
+130
New +$3.99K ﹤0.01% 339

Other funds holding BNY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Summit Securities Group's BNY Position: Q1 2026 in Review

Summit Securities Group reduced its Bank of New York Mellon (BNY) stake by 89% in Q1 2026, selling an estimated $110K and leaving 113 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Summit Securities Group first reported a position in BNY in Q2 2013 and has held it in 17 quarters since. The position peaked at $395K in Q4 2013. 1,754 funds tracked by Wall St. Rank hold BNY as of Q1 2026.

  • Summit Securities Group held 113 shares of Bank of New York Mellon worth $13.4K as of Q1 2026.
  • Summit Securities Group sold 923 Bank of New York Mellon shares in Q1 2026, an estimated $110K.
  • Bank of New York Mellon made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #609 holding.
  • Summit Securities Group first reported a position in Bank of New York Mellon in Q2 2013 and has held it in 17 quarters since.
  • Summit Securities Group's Bank of New York Mellon position peaked at $395K in Q4 2013.
  • 1,754 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.