Symmetry Partners’s Bank of New York Mellon BNY Stock Holding History

Symmetry Partners’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	$255K	Buy	1,767 +69	+4%	+$9.43K	0.01%	208
2026 Q1	$201K	Buy	+1,698	New	+$202K	0.01%	203
2024 Q3	–	Sell	-7,292	Closed	-$437K	–	142
2024 Q2	$437K	Sell	7,292 -1,209	-14%	-$70K	0.02%	313
2024 Q1	$490K	Hold	8,501	–	–	0.04%	308
2023 Q4	$444K	Sell	8,501 -1,280	-13%	-$59K	0.02%	312
2023 Q3	$417K	Hold	9,781	–	–	0.02%	357
2023 Q2	$435K	Hold	9,781	–	–	0.02%	375
2023 Q1	$444K	Hold	9,781	–	–	0.02%	361
2022 Q4	$445K	Hold	9,781	–	–	0.03%	359
2022 Q3	$377K	Buy	9,781 +1,509	+18%	+$64.3K	0.03%	378
2022 Q2	$345K	Hold	8,272	–	–	0.02%	421
2022 Q1	$411K	Hold	8,272	–	–	0.03%	423
2021 Q4	$480K	Sell	8,272 -4,045	-33%	-$233K	0.03%	404
2021 Q3	$670K	Sell	12,317 -1,579	-11%	-$82.1K	0.04%	319
2021 Q2	$712K	Hold	13,896	–	–	0.05%	313
2021 Q1	$657K	Sell	13,896 -159	-1%	-$6.99K	0.05%	316
2020 Q4	$596K	Buy	14,055 +43	+0.3%	+$1.65K	0.05%	321
2020 Q3	$481K	Buy	+14,012	New	+$510K	0.04%	335
2019 Q2	–	Sell	-1,141	Closed	-$58K	–	332
2019 Q1	$58K	Buy	+1,141	New	+$58.8K	0.01%	413

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

Symmetry Partners's BNY Position: Q2 2026 in Review

Symmetry Partners increased its Bank of New York Mellon (BNY) stake by 4.1% in Q2 2026, buying an estimated $9.43K and bringing the position to 1,767 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #208.

Symmetry Partners first reported a position in BNY in Q1 2019 and has held it in 19 quarters since. The position peaked at $712K in Q2 2021. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Symmetry Partners held 1,767 shares of Bank of New York Mellon worth $255K as of Q2 2026.
Symmetry Partners bought 69 Bank of New York Mellon shares in Q2 2026, an estimated $9.43K.
Bank of New York Mellon made up 0.01% of Symmetry Partners's portfolio in Q2 2026, its #208 holding.
Symmetry Partners first reported a position in Bank of New York Mellon in Q1 2019 and has held it in 19 quarters since.
Symmetry Partners's Bank of New York Mellon position peaked at $712K in Q2 2021.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.