United Community Bank’s Bank of New York Mellon BNY Stock Holding History

United Community Bank’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	$52.2K	Buy	361 +19	+6%	+$2.6K	0.02%	325
2026 Q1	$40.6K	Hold	342	–	–	0.01%	355
2025 Q4	$39.7K	Hold	342	–	–	0.02%	313
2025 Q3	$37.3K	Buy	342 +23	+7%	+$2.35K	0.01%	358
2025 Q2	$29.1K	Hold	319	–	–	0.01%	335
2025 Q1	$26.8K	Buy	+319	New	+$26.8K	0.01%	333
2024 Q2	–	Sell	-1,634	Closed	-$94.2K	–	389
2024 Q1	$94.2K	Hold	1,634	–	–	0.04%	247
2023 Q4	$85K	Hold	1,634	–	–	0.04%	258
2023 Q3	$69.7K	Hold	1,634	–	–	0.03%	244
2023 Q2	$72.7K	Hold	1,634	–	–	0.06%	162
2023 Q1	$74.2K	Hold	1,634	–	–	0.07%	139
2022 Q4	$74.4K	Hold	1,634	–	–	0.07%	145
2022 Q3	$62.9K	Hold	1,634	–	–	0.07%	153
2022 Q2	$68.2K	Hold	1,634	–	–	0.07%	139
2022 Q1	$81.1K	Hold	1,634	–	–	0.08%	132
2021 Q4	$94.9K	Buy	+1,634	New	+$94K	0.09%	119

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

United Community Bank's BNY Position: Q2 2026 in Review

United Community Bank increased its Bank of New York Mellon (BNY) stake by 5.6% in Q2 2026, buying an estimated $2.6K and bringing the position to 361 shares worth $52.2K. The position accounts for 0.02% of the portfolio, ranked #325.

United Community Bank first reported a position in BNY in Q4 2021 and has held it in 16 quarters since. The position peaked at $94.9K in Q4 2021. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

United Community Bank held 361 shares of Bank of New York Mellon worth $52.2K as of Q2 2026.
United Community Bank bought 19 Bank of New York Mellon shares in Q2 2026, an estimated $2.6K.
Bank of New York Mellon made up 0.02% of United Community Bank's portfolio in Q2 2026, its #325 holding.
United Community Bank first reported a position in Bank of New York Mellon in Q4 2021 and has held it in 16 quarters since.
United Community Bank's Bank of New York Mellon position peaked at $94.9K in Q4 2021.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on United Community Bank's 13F filing for Q2 2026, filed 13 Aug 2026.