SSC
BNY

Syverson Strege & Co’s Bank of New York Mellon BNY Stock Holding History

Syverson Strege & Co’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 		$477K Sell
3,296
-114
-3% -$15.6K 0.1% 92
2026
Q1 		$405K Buy
3,410
+3
+0.1% +$357 0.1% 91
2025
Q4 		$396K Buy
3,407
+454
+15% +$50.2K 0.09% 88
2025
Q3 		$322K Sell
2,953
-145
-5% -$14.8K 0.08% 106
2025
Q2 		$282K Buy
+3,098
New +$263K 0.07% 123
2023
Q2 		– Sell
-104
Closed -$4.73K – 130
2023
Q1 		$4.73K Buy
+104
New +$5.04K ﹤0.01% 347
2021
Q4 		– Sell
-136
Closed -$7K – 324
2021
Q3 		$7K Buy
+136
New +$7.07K 0.01% 273

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Syverson Strege & Co's BNY Position: Q2 2026 in Review

Syverson Strege & Co reduced its Bank of New York Mellon (BNY) stake by 3.3% in Q2 2026, selling an estimated $15.6K and leaving 3,296 shares worth $477K. The position accounts for 0.1% of the portfolio, ranked #92.

Syverson Strege & Co first reported a position in BNY in Q3 2021 and has held it in 7 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Syverson Strege & Co held 3,296 shares of Bank of New York Mellon worth $477K as of Q2 2026.
  • Syverson Strege & Co sold 114 Bank of New York Mellon shares in Q2 2026, an estimated $15.6K.
  • Bank of New York Mellon made up 0.1% of Syverson Strege & Co's portfolio in Q2 2026, its #92 holding.
  • Syverson Strege & Co first reported a position in Bank of New York Mellon in Q3 2021 and has held it in 7 quarters since.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.