SYM Financial Corp
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SYM Financial Corp’s Bank of New York Mellon BNY Stock Holding History

SYM Financial Corp’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
Q3 		$362K Buy
2,503
+143
+6% +$22.5K 0.03% 233
2026
Q2 		$341K Sell
2,360
-233
-9% -$31.9K 0.03% 223
2026
Q1 		$308K Buy
2,593
+282
+12% +$33.5K 0.03% 218
2025
Q4 		$268K Buy
2,311
+136
+6% +$15K 0.03% 257
2025
Q3 		$237K Buy
+2,175
New +$222K 0.03% 270

Other funds holding BNY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

SYM Financial Corp's BNY Position: Q3 2026 in Review

SYM Financial Corp increased its Bank of New York Mellon (BNY) stake by 6.1% in Q3 2026, buying an estimated $22.5K and bringing the position to 2,503 shares worth $362K. The position accounts for 0.03% of the portfolio, ranked #233.

SYM Financial Corp first reported a position in BNY in Q3 2025 and has held it in 5 quarters since. 1,167 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • SYM Financial Corp held 2,503 shares of Bank of New York Mellon worth $362K as of Q3 2026.
  • SYM Financial Corp bought 143 Bank of New York Mellon shares in Q3 2026, an estimated $22.5K.
  • Bank of New York Mellon made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #233 holding.
  • SYM Financial Corp first reported a position in Bank of New York Mellon in Q3 2025 and has held it in 5 quarters since.
  • 1,167 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.