SVB Wealth’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.03M | Sell |
14,016
-2,935
| -17% | -$401K | 0.13% | 144 |
|
|
2026
Q1 | $2.01M | Sell |
16,951
-183
| -1% | -$21.8K | 0.13% | 132 |
|
|
2025
Q4 | $1.99M | Sell |
17,134
-5,059
| -23% | -$560K | 0.12% | 147 |
|
|
2025
Q3 | $2.42M | Buy |
22,193
+53
| +0.2% | +$5.41K | 0.13% | 138 |
|
|
2025
Q2 | $2.02M | Sell |
22,140
-13,722
| -38% | -$1.17M | 0.11% | 161 |
|
|
2025
Q1 | $3.01M | Sell |
35,862
-9,288
| -21% | -$781K | 0.12% | 93 |
|
|
2024
Q4 | $3.47M | Buy |
+45,150
| New | +$3.49M | 0.06% | 175 |
|
|
2024
Q3 | – | Sell |
-78,678
| Closed | -$4.71M | – | 87 |
|
|
2024
Q2 | $4.71M | Sell |
78,678
-26,108
| -25% | -$1.51M | 0.12% | 159 |
|
|
2024
Q1 | $6.04M | Sell |
104,786
-137,059
| -57% | -$7.55M | 0.13% | 152 |
|
|
2023
Q4 | $12.6M | Sell |
241,845
-75,063
| -24% | -$3.46M | 0.31% | 85 |
|
|
2023
Q3 | $13.5M | Sell |
316,908
-32,316
| -9% | -$1.44M | 0.3% | 84 |
|
|
2023
Q2 | $15.5M | Sell |
349,224
-111,198
| -24% | -$4.77M | 0.28% | 81 |
|
|
2023
Q1 | $20.9M | Sell |
460,422
-35,910
| -7% | -$1.74M | 0.29% | 66 |
|
|
2022
Q4 | $22.6M | Sell |
496,332
-7,301
| -1% | -$313K | 0.31% | 70 |
|
|
2022
Q3 | $19.4M | Sell |
503,633
-22,394
| -4% | -$955K | 0.28% | 70 |
|
|
2022
Q2 | $21.9M | Buy |
526,027
+10,011
| +2% | +$446K | 0.34% | 62 |
|
|
2022
Q1 | $25.6M | Buy |
516,016
+48,119
| +10% | +$2.74M | 0.34% | 57 |
|
|
2021
Q4 | $27.2M | Buy |
467,897
+1,672
| +0.4% | +$96.1K | 0.45% | 53 |
|
|
2021
Q3 | $24.2M | Buy |
466,225
+6,044
| +1% | +$314K | 0.31% | 60 |
|
|
2021
Q2 | $23.6M | Buy |
460,181
+11,291
| +3% | +$565K | 0.3% | 63 |
|
|
2021
Q1 | $21.2M | Buy |
448,890
+94,237
| +27% | +$4.15M | 0.3% | 61 |
|
|
2020
Q4 | $15.1M | Buy |
354,653
+340,787
| +2,458% | +$13.1M | 0.22% | 83 |
|
|
2020
Q3 | $476K | Buy |
13,866
+2,744
| +25% | +$99.9K | 0.01% | 420 |
|
|
2020
Q2 | $430K | Buy |
11,122
+359
| +3% | +$13.1K | 0.01% | 388 |
|
|
2020
Q1 | $362K | Sell |
10,763
-709
| -6% | -$29.8K | 0.01% | 364 |
|
|
2019
Q4 | $577K | Buy |
11,472
+1,173
| +11% | +$56K | 0.01% | 387 |
|
|
2019
Q3 | $466K | Sell |
10,299
-4,524
| -31% | -$201K | 0.01% | 386 |
|
|
2019
Q2 | $654K | Sell |
14,823
-220
| -1% | -$10.3K | 0.02% | 346 |
|
|
2019
Q1 | $759K | Sell |
15,043
-2,319
| -13% | -$120K | 0.03% | 252 |
|
|
2018
Q4 | $817K | Buy |
17,362
+48
| +0.3% | +$2.33K | 0.03% | 236 |
|
|
2018
Q3 | $883K | Buy |
17,314
+52
| +0.3% | +$2.74K | 0.03% | 265 |
|
|
2018
Q2 | $931K | Sell |
17,262
-73
| -0.4% | -$4.03K | 0.04% | 255 |
|
|
2018
Q1 | $893K | Sell |
17,335
-853
| -5% | -$47.4K | 0.03% | 280 |
|
|
2017
Q4 | $980K | Buy |
18,188
+7
| +0% | +$373 | 0.04% | 260 |
|
|
2017
Q3 | $964K | Sell |
18,181
-110
| -0.6% | -$5.77K | 0.04% | 259 |
|
|
2017
Q2 | $933K | Sell |
18,291
-405
| -2% | -$19.4K | 0.04% | 269 |
|
|
2017
Q1 | $883K | Buy |
18,696
+235
| +1% | +$11K | 0.04% | 266 |
|
|
2016
Q4 | $875K | Buy |
18,461
+1,816
| +11% | +$81.9K | 0.04% | 264 |
|
|
2016
Q3 | $664K | Sell |
16,645
-74
| -0.4% | -$2.96K | 0.03% | 296 |
|
|
2016
Q2 | $650K | Sell |
16,719
-1,849
| -10% | -$73.5K | 0.03% | 306 |
|
|
2016
Q1 | $684K | Sell |
18,568
-2,915
| -14% | -$106K | 0.03% | 301 |
|
|
2015
Q4 | $886K | Sell |
21,483
-907
| -4% | -$38.1K | 0.03% | 283 |
|
|
2015
Q3 | $877K | Buy |
22,390
+4,435
| +25% | +$184K | 0.03% | 312 |
|
|
2015
Q2 | $754K | Buy |
17,955
+1,239
| +7% | +$52.8K | 0.03% | 364 |
|
|
2015
Q1 | $673K | Sell |
16,716
-63
| -0.4% | -$2.45K | 0.02% | 369 |
|
|
2014
Q4 | $681K | Buy |
+16,779
| New | +$657K | 0.02% | 358 |
|
Other funds holding BNY
SVB Wealth's BNY Position: Q2 2026 in Review
SVB Wealth reduced its Bank of New York Mellon (BNY) stake by 17% in Q2 2026, selling an estimated $401K and leaving 14,016 shares worth $2.03M. The position accounts for 0.13% of the portfolio, ranked #144.
SVB Wealth first reported a position in BNY in Q4 2014 and has held it in 46 quarters since. The position peaked at $27.2M in Q4 2021. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- SVB Wealth held 14,016 shares of Bank of New York Mellon worth $2.03M as of Q2 2026.
- SVB Wealth sold 2,935 Bank of New York Mellon shares in Q2 2026, an estimated $401K.
- Bank of New York Mellon made up 0.13% of SVB Wealth's portfolio in Q2 2026, its #144 holding.
- SVB Wealth first reported a position in Bank of New York Mellon in Q4 2014 and has held it in 46 quarters since.
- SVB Wealth's Bank of New York Mellon position peaked at $27.2M in Q4 2021.
- 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.