Washington Trust Advisors’s Bank of New York Mellon BNY Stock Holding History

Washington Trust Advisors’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	$274K	Sell	1,897 -575	-23%	-$78.6K	0.02%	206
2026 Q1	$293K	Sell	2,472 -136	-5%	-$16.2K	0.02%	191
2025 Q4	$303K	Hold	2,608	–	–	0.02%	183
2025 Q3	$284K	Hold	2,608	–	–	0.02%	189
2025 Q2	$238K	Buy	2,608 +4	+0.2%	+$340	0.02%	189
2025 Q1	$218K	Hold	2,604	–	–	0.02%	190
2024 Q4	$200K	Hold	2,604	–	–	0.02%	198
2024 Q3	$187K	Buy	2,604 +10	+0.4%	+$658	0.02%	205
2024 Q2	$155K	Buy	2,594 +123	+5%	+$7.12K	0.01%	215
2024 Q1	$142K	Buy	2,471 +30	+1%	+$1.65K	0.01%	216
2023 Q4	$127K	Buy	2,441 +42	+2%	+$1.93K	0.01%	222
2023 Q3	$102K	Buy	2,399 +39	+2%	+$1.74K	0.01%	236
2023 Q2	$105K	Buy	2,360 +26	+1%	+$1.12K	0.01%	233
2023 Q1	$106K	Buy	2,334 +104	+5%	+$5.04K	0.01%	236
2022 Q4	$102K	Hold	2,230	–	–	0.01%	248
2022 Q3	$86K	Hold	2,230	–	–	0.01%	304
2022 Q2	$93K	Hold	2,230	–	–	0.01%	306
2022 Q1	$111K	Sell	2,230 -1,132	-34%	-$64.4K	0.01%	317
2021 Q4	$195K	Buy	+3,362	New	+$193K	0.01%	255

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 $3.38T AUM 44.17% 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

Washington Trust Advisors's BNY Position: Q2 2026 in Review

Washington Trust Advisors reduced its Bank of New York Mellon (BNY) stake by 23% in Q2 2026, selling an estimated $78.6K and leaving 1,897 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #206.

Washington Trust Advisors first reported a position in BNY in Q4 2021 and has held it in 19 quarters since. The position peaked at $303K in Q4 2025. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Washington Trust Advisors held 1,897 shares of Bank of New York Mellon worth $274K as of Q2 2026.
Washington Trust Advisors sold 575 Bank of New York Mellon shares in Q2 2026, an estimated $78.6K.
Bank of New York Mellon made up 0.02% of Washington Trust Advisors's portfolio in Q2 2026, its #206 holding.
Washington Trust Advisors first reported a position in Bank of New York Mellon in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's Bank of New York Mellon position peaked at $303K in Q4 2025.
1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.