Aigen Investment Management’s Bank of New York Mellon BNY Stock Holding History

Aigen Investment Management’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	$861K	Sell	5,955 -22,538	-79%	-$3.08M	0.24%	117
2026 Q1	$3.38M	Sell	28,493 -943	-3%	-$112K	0.87%	15
2025 Q4	$3.42M	Buy	29,436 +25,859	+723%	+$2.86M	0.79%	17
2025 Q3	$390K	Sell	3,577 -3,380	-49%	-$345K	0.06%	468
2025 Q2	$634K	Buy	6,957 +1,886	+37%	+$160K	0.09%	340
2025 Q1	$425K	Buy	+5,071	New	+$426K	0.07%	392
2024 Q2	–	Sell	-8,154	Closed	-$470K	–	782
2024 Q1	$470K	Buy	+8,154	New	+$449K	0.1%	294
2023 Q3	–	Sell	-12,466	Closed	-$555K	–	830
2023 Q2	$555K	Buy	+12,466	New	+$535K	0.08%	325
2022 Q4	–	Sell	-62,641	Closed	-$2.41M	–	542
2022 Q3	$2.41M	Buy	+62,641	New	+$2.67M	0.35%	82
2022 Q1	–	Sell	-31,076	Closed	-$1.81M	–	589
2021 Q4	$1.81M	Buy	+31,076	New	+$1.79M	0.11%	242
2021 Q1	–	Sell	-4,755	Closed	-$202K	–	633
2020 Q4	$202K	Sell	4,755 -7,125	-60%	-$274K	0.03%	677
2020 Q3	$408K	Buy	+11,880	New	+$432K	0.05%	444

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

Aigen Investment Management's BNY Position: Q2 2026 in Review

Aigen Investment Management reduced its Bank of New York Mellon (BNY) stake by 79% in Q2 2026, selling an estimated $3.08M and leaving 5,955 shares worth $861K. The position accounts for 0.24% of the portfolio, ranked #117.

Aigen Investment Management first reported a position in BNY in Q3 2020 and has held it in 12 quarters since. The position peaked at $3.42M in Q4 2025. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Aigen Investment Management held 5,955 shares of Bank of New York Mellon worth $861K as of Q2 2026.
Aigen Investment Management sold 22,538 Bank of New York Mellon shares in Q2 2026, an estimated $3.08M.
Bank of New York Mellon made up 0.24% of Aigen Investment Management's portfolio in Q2 2026, its #117 holding.
Aigen Investment Management first reported a position in Bank of New York Mellon in Q3 2020 and has held it in 12 quarters since.
Aigen Investment Management's Bank of New York Mellon position peaked at $3.42M in Q4 2025.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.