SYM Financial Corp’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
$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

SYM Financial Corp's BNY Position: Q2 2026 in Review

SYM Financial Corp reduced its Bank of New York Mellon (BNY) stake by 9% in Q2 2026, selling an estimated $31.9K and leaving 2,360 shares worth $341K. The position accounts for 0.03% of the portfolio, ranked #223.

SYM Financial Corp first reported a position in BNY in Q3 2025 and has held it in 4 quarters since. 1,881 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • SYM Financial Corp held 2,360 shares of Bank of New York Mellon worth $341K as of Q2 2026.
  • SYM Financial Corp sold 233 Bank of New York Mellon shares in Q2 2026, an estimated $31.9K.
  • Bank of New York Mellon made up 0.03% of SYM Financial Corp's portfolio in Q2 2026, its #223 holding.
  • SYM Financial Corp first reported a position in Bank of New York Mellon in Q3 2025 and has held it in 4 quarters since.
  • 1,881 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.