SS
BNY

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

Sunbelt Securities’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
Q1 		$1.02M Buy
8,633
+1
+0% +$119 0.06% 253
2025
Q4 		$1M Hold
8,632
– – 0.07% 247
2025
Q3 		$941K Buy
8,632
+1,178
+16% +$120K 0.06% 249
2025
Q2 		$573K Sell
7,454
-461
-6% -$39.1K 0.05% 319
2025
Q1 		$664K Buy
7,915
+461
+6% +$38.7K 0.06% 265
2024
Q4 		$575K Buy
7,454
+6,921
+1,298% +$535K 0.05% 318
2024
Q3 		$38.3K Sell
533
-137
-20% -$9.01K ﹤0.01% 1009
2024
Q2 		$40.1K Sell
670
-224
-25% -$13K ﹤0.01% 962
2024
Q1 		$51.5K Buy
894
+4
+0.4% +$220 0.01% 867
2023
Q4 		$46.3K Buy
890
+4
+0.5% +$184 0.01% 834
2023
Q3 		$37.8K Buy
886
+4
+0.5% +$178 0.01% 864
2023
Q2 		$39.3K Buy
882
+84
+11% +$3.6K 0.01% 851
2023
Q1 		$35.8K Buy
+798
New +$38.7K 0.01% 811
2020
Q1 		– Sell
-4,856
Closed -$244K – 398
2019
Q4 		$244K Sell
4,856
-17
-0.3% -$811 0.03% 489
2019
Q3 		$220K Buy
+4,873
New +$217K 0.02% 496

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sunbelt Securities's BNY Position: Q1 2026 in Review

Sunbelt Securities increased its Bank of New York Mellon (BNY) stake by 0.01% in Q1 2026, buying an estimated $119 and bringing the position to 8,633 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #253.

Sunbelt Securities first reported a position in BNY in Q3 2019 and has held it in 15 quarters since. 1,767 funds tracked by Wall St. Rank hold BNY as of Q1 2026.

  • Sunbelt Securities held 8,633 shares of Bank of New York Mellon worth $1.02M as of Q1 2026.
  • Sunbelt Securities bought 1 Bank of New York Mellon share in Q1 2026, an estimated $119.
  • Bank of New York Mellon made up 0.06% of Sunbelt Securities's portfolio in Q1 2026, its #253 holding.
  • Sunbelt Securities first reported a position in Bank of New York Mellon in Q3 2019 and has held it in 15 quarters since.
  • 1,767 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.