1620 Investment Advisors’s Bank of New York Mellon BNY Stock Holding History

1620 Investment 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	$135K	Sell	934 -34	-4%	-$4.65K	0.08%	224
2026 Q1	$115K	Sell	968 -75	-7%	-$8.92K	0.08%	221
2025 Q4	$121K	Hold	1,043	–	–	0.08%	209
2025 Q3	$114K	Sell	1,043 -150	-13%	-$15.3K	0.08%	213
2025 Q2	$109K	Sell	1,193 -16	-1%	-$1.36K	0.08%	219
2025 Q1	$101K	Hold	1,209	–	–	0.08%	212
2024 Q4	$92.9K	Sell	1,209 -45	-4%	-$3.48K	0.07%	232
2024 Q3	$90.1K	Sell	1,254 -3,716	-75%	-$244K	0.07%	242
2024 Q2	$227K	Buy	4,970 +32	+0.6%	+$1.85K	0.17%	145
2024 Q1	$256K	Buy	+4,938	New	+$272K	0.26%	126
2023 Q3	–	Sell	-7,485	Closed	-$375K	–	144
2023 Q2	$375K	Buy	+7,485	New	+$321K	0.41%	79

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

1620 Investment Advisors's BNY Position: Q2 2026 in Review

1620 Investment Advisors reduced its Bank of New York Mellon (BNY) stake by 3.5% in Q2 2026, selling an estimated $4.65K and leaving 934 shares worth $135K. The position accounts for 0.08% of the portfolio, ranked #224.

1620 Investment Advisors first reported a position in BNY in Q2 2023 and has held it in 11 quarters since. The position peaked at $375K in Q2 2023. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

1620 Investment Advisors held 934 shares of Bank of New York Mellon worth $135K as of Q2 2026.
1620 Investment Advisors sold 34 Bank of New York Mellon shares in Q2 2026, an estimated $4.65K.
Bank of New York Mellon made up 0.08% of 1620 Investment Advisors's portfolio in Q2 2026, its #224 holding.
1620 Investment Advisors first reported a position in Bank of New York Mellon in Q2 2023 and has held it in 11 quarters since.
1620 Investment Advisors's Bank of New York Mellon position peaked at $375K in Q2 2023.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.