Abel Hall LLC’s Bank of New York Mellon BNY Stock Holding History

Abel Hall LLC’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	$615K	Buy	4,254 +32	+0.8%	+$4.38K	0.11%	177
2026 Q1	$501K	Sell	4,222 -145	-3%	-$17.2K	0.11%	192
2025 Q4	$507K	Buy	4,367 +2,095	+92%	+$232K	0.12%	168
2025 Q3	$248K	Buy	2,272 +6	+0.3%	+$612	0.1%	218
2025 Q2	$206K	Buy	+2,266	New	+$192K	0.1%	227

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

Abel Hall LLC's BNY Position: Q2 2026 in Review

Abel Hall LLC increased its Bank of New York Mellon (BNY) stake by 0.76% in Q2 2026, buying an estimated $4.38K and bringing the position to 4,254 shares worth $615K. The position accounts for 0.11% of the portfolio, ranked #177.

Abel Hall LLC first reported a position in BNY in Q2 2025 and has held it in 5 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Abel Hall LLC held 4,254 shares of Bank of New York Mellon worth $615K as of Q2 2026.
Abel Hall LLC bought 32 Bank of New York Mellon shares in Q2 2026, an estimated $4.38K.
Bank of New York Mellon made up 0.11% of Abel Hall LLC's portfolio in Q2 2026, its #177 holding.
Abel Hall LLC first reported a position in Bank of New York Mellon in Q2 2025 and has held it in 5 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.