Sunesis Advisors’s Bank of New York Mellon BNY Stock Holding History

Sunesis Advisors’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	$1.41M	Sell	9,762 -8,674	-47%	-$1.19M	0.58%	25
2026 Q1	$2.19M	Hold	18,436	–	–	0.99%	16
2025 Q4	$2.14M	Hold	18,436	–	–	0.97%	18
2025 Q3	$2.01M	Buy	+18,436	New	+$1.88M	0.94%	18
2025 Q1	$1.55M	Hold	18,436	–	–	0.84%	18
2024 Q4	$1.42M	Hold	18,436	–	–	0.86%	18
2024 Q3	$1.32M	Hold	18,436	–	–	0.8%	19
2024 Q2	$1.1M	Hold	18,436	–	–	0.66%	24
2024 Q1	$1.06M	Hold	18,436	–	–	0.62%	26
2023 Q4	$960K	Hold	18,436	–	–	0.58%	31
2023 Q3	$786K	Buy	+18,436	New	+$821K	0.56%	31
2023 Q1	$838K	Hold	18,436	–	–	0.6%	28
2022 Q4	$839K	Hold	18,436	–	–	0.54%	31
2022 Q3	$710K	Hold	18,436	–	–	0.49%	32
2022 Q2	$769K	Hold	18,436	–	–	0.5%	33
2022 Q1	$915K	Hold	18,436	–	–	0.53%	31
2021 Q4	$1.07M	Hold	18,436	–	–	0.79%	21
2021 Q3	$956K	Hold	18,436	–	–	0.74%	21
2021 Q2	$944K	Hold	18,436	–	–	0.72%	21
2021 Q1	$872K	Hold	18,436	–	–	0.7%	22
2020 Q4	$782K	Hold	18,436	–	–	0.63%	22
2020 Q3	$633K	Hold	18,436	–	–	0.56%	22
2020 Q2	$713K	Hold	18,436	–	–	0.66%	21
2020 Q1	$621K	Hold	18,436	–	–	0.62%	24
2019 Q4	$928K	Hold	18,436	–	–	0.84%	19
2019 Q3	$833K	Hold	18,436	–	–	0.86%	19
2019 Q2	$814K	Hold	18,436	–	–	0.87%	19
2019 Q1	$930K	Hold	18,436	–	–	0.94%	20
2018 Q4	$868K	Sell	18,436 -10,110	-35%	-$491K	0.95%	18
2018 Q3	$1.46M	Buy	+28,546	New	+$1.5M	1.47%	17

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

Sunesis Advisors's BNY Position: Q2 2026 in Review

Sunesis Advisors reduced its Bank of New York Mellon (BNY) stake by 47% in Q2 2026, selling an estimated $1.19M and leaving 9,762 shares worth $1.41M. The position accounts for 0.58% of the portfolio, ranked #25.

Sunesis Advisors first reported a position in BNY in Q3 2018 and has held it in 30 quarters since. The position peaked at $2.19M in Q1 2026. 1,881 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Sunesis Advisors held 9,762 shares of Bank of New York Mellon worth $1.41M as of Q2 2026.
Sunesis Advisors sold 8,674 Bank of New York Mellon shares in Q2 2026, an estimated $1.19M.
Bank of New York Mellon made up 0.58% of Sunesis Advisors's portfolio in Q2 2026, its #25 holding.
Sunesis Advisors first reported a position in Bank of New York Mellon in Q3 2018 and has held it in 30 quarters since.
Sunesis Advisors's Bank of New York Mellon position peaked at $2.19M in Q1 2026.
1,881 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Sunesis Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.