Accredited Investors’s Bank of New York Mellon BNY Stock Holding History

Accredited Investors’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 Q1	–	Sell	-1,884	Closed	-$219K	–	285
2025 Q4	$219K	Hold	1,884	–	–	0.01%	258
2025 Q3	$205K	Sell	1,884 -1,451	-44%	-$148K	0.01%	250
2025 Q2	$304K	Sell	3,335 -500	-13%	-$42.5K	0.02%	189
2025 Q1	$322K	Buy	3,835 +331	+9%	+$27.8K	0.02%	167
2024 Q4	$269K	Hold	3,504	–	–	0.02%	190
2024 Q3	$252K	Sell	3,504 -2,000	-36%	-$132K	0.01%	194
2024 Q2	$330K	Sell	5,504 -1,000	-15%	-$57.9K	0.02%	153
2024 Q1	$375K	Buy	6,504 +1,977	+44%	+$109K	0.02%	143
2023 Q4	$236K	Sell	4,527 -1,000	-18%	-$46.1K	0.02%	177
2023 Q3	$236K	Sell	5,527 -967	-15%	-$43.1K	0.02%	161
2023 Q2	$289K	Hold	6,494	–	–	0.02%	152
2023 Q1	$295K	Sell	6,494 -8,140	-56%	-$395K	0.02%	148
2022 Q4	$666K	Sell	14,634 -25	-0.2%	-$1.07K	0.06%	86
2022 Q3	$565K	Buy	14,659 +25	+0.2%	+$1.07K	0.07%	91
2022 Q2	$610K	Buy	14,634 +4,088	+39%	+$182K	0.07%	93
2022 Q1	$523K	Buy	10,546 +4,759	+82%	+$271K	0.05%	108
2021 Q4	$336K	Sell	5,787 -900	-13%	-$51.8K	0.03%	136
2021 Q3	$347K	Sell	6,687 -200	-3%	-$10.4K	0.04%	127
2021 Q2	$353K	Buy	+6,887	New	+$345K	0.04%	121
2021 Q1	–	Sell	-9,249	Closed	-$393K	–	162
2020 Q4	$393K	Sell	9,249 -20	-0.2%	-$768	0.07%	101
2020 Q3	$318K	Sell	9,269 -2	-0%	-$73	0.07%	106
2020 Q2	$358K	Sell	9,271 -4,376	-32%	-$160K	0.07%	97
2020 Q1	$460K	Buy	+13,647	New	+$573K	0.11%	82
2019 Q3	–	Sell	-10,152	Closed	-$448K	–	135
2019 Q2	$448K	Sell	10,152 -6,139	-38%	-$288K	0.09%	86
2019 Q1	$822K	Buy	+16,291	New	+$840K	0.17%	58
2017 Q2	–	Sell	-18,550	Closed	-$876K	–	108
2017 Q1	$876K	Sell	18,550 -6,423	-26%	-$300K	0.22%	33
2016 Q4	$1.18M	Sell	24,973 -1,495	-6%	-$67.4K	0.31%	24
2016 Q3	$1.06M	Buy	26,468 +22	+0.1%	+$879	0.29%	25
2016 Q2	$1.03M	Buy	26,446 +6,109	+30%	+$243K	0.28%	27
2016 Q1	$749K	Buy	20,337 +6,851	+51%	+$248K	0.19%	32
2015 Q4	$556K	Hold	13,486	–	–	0.14%	50
2015 Q3	$528K	Buy	13,486 +5,789	+75%	+$241K	0.14%	43
2015 Q2	$324K	Sell	7,697 -755	-9%	-$32.2K	0.09%	55
2015 Q1	$341K	Hold	8,452	–	–	0.09%	52
2014 Q4	$343K	Sell	8,452 -875	-9%	-$34.2K	0.1%	49
2014 Q3	$362K	Buy	9,327 +3,051	+49%	+$119K	0.11%	49
2014 Q2	$236K	Hold	6,276	–	–	0.08%	60
2014 Q1	$222K	Hold	6,276	–	–	0.07%	58
2013 Q4	$220K	Sell	6,276 -6,500	-51%	-$212K	0.08%	53
2013 Q3	$386K	Hold	12,776	–	–	0.14%	36
2013 Q2	$359K	Buy	+12,776	New	+$367K	0.14%	37

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Accredited Investors's BNY Position: Q1 2026 in Review

Accredited Investors sold out of Bank of New York Mellon (BNY) in Q1 2026, closing a stake of 1,884 shares — an estimated $219K sold.

Accredited Investors first reported a position in BNY in Q2 2013 and held it in 41 quarters. The position peaked at $1.18M in Q4 2016. 1,762 funds tracked by Wall St. Rank hold BNY as of Q1 2026.

Accredited Investors reported no remaining Bank of New York Mellon position as of Q1 2026 after selling out during the quarter.
Accredited Investors sold 1,884 Bank of New York Mellon shares in Q1 2026, an estimated $219K.
Accredited Investors first reported a position in Bank of New York Mellon in Q2 2013 and held it in 41 quarters.
Accredited Investors's Bank of New York Mellon position peaked at $1.18M in Q4 2016.
1,762 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2026.

Based on Accredited Investors's 13F filing for Q1 2026, filed 30 Apr 2026.