AIP
BNY

Almanack Investment Partners’s Bank of New York Mellon BNY Stock Holding History

Almanack Investment Partners’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 		$1.17M Sell
8,078
-756
-9% -$103K 0.15% 89
2026
Q1 		$1.05M Buy
8,834
+44
+0.5% +$5.23K 0.18% 59
2025
Q4 		$1.02M Sell
8,790
-2,881
-25% -$319K 0.17% 65
2025
Q3 		$1.27M Sell
11,671
-1,536
-12% -$157K 0.2% 67
2025
Q2 		$1.2M Buy
13,207
+1,454
+12% +$123K 0.19% 77
2025
Q1 		$986K Sell
11,753
-56
-0.5% -$4.71K 0.2% 62
2024
Q4 		$907K Buy
11,809
+72
+0.6% +$5.57K 0.14% 80
2024
Q3 		$843K Buy
11,737
+84
+0.7% +$5.53K 0.13% 85
2024
Q2 		$698K Buy
11,653
+82
+0.7% +$4.75K 0.12% 95
2024
Q1 		$667K Buy
11,571
+206
+2% +$11.3K 0.11% 93
2023
Q4 		$592K Buy
11,365
+104
+0.9% +$4.79K 0.11% 84
2023
Q3 		$480K Buy
11,261
+102
+0.9% +$4.54K 0.09% 89
2023
Q2 		$497K Sell
11,159
-48
-0.4% -$2.06K 0.09% 93
2023
Q1 		$509K Buy
11,207
+80
+0.7% +$3.88K 0.1% 85
2022
Q4 		$507K Buy
11,127
+85
+0.8% +$3.65K 0.11% 81
2022
Q3 		$425K Sell
11,042
-468
-4% -$20K 0.08% 89
2022
Q2 		$480K Sell
11,510
-139
-1% -$6.19K 0.05% 241
2022
Q1 		$578K Sell
11,649
-182
-2% -$10.3K 0.05% 236
2021
Q4 		$687K Buy
11,831
+176
+2% +$10.1K 0.06% 206
2021
Q3 		$604K Sell
11,655
-61
-0.5% -$3.17K 0.05% 223
2021
Q2 		$600K Buy
11,716
+65
+0.6% +$3.25K 0.06% 194
2021
Q1 		$551K Buy
11,651
+76
+0.7% +$3.34K 0.06% 213
2020
Q4 		$491K Buy
+11,575
New +$444K 0.06% 210

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Almanack Investment Partners's BNY Position: Q2 2026 in Review

Almanack Investment Partners reduced its Bank of New York Mellon (BNY) stake by 8.6% in Q2 2026, selling an estimated $103K and leaving 8,078 shares worth $1.17M. The position accounts for 0.15% of the portfolio, ranked #89.

Almanack Investment Partners first reported a position in BNY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.27M in Q3 2025. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Almanack Investment Partners held 8,078 shares of Bank of New York Mellon worth $1.17M as of Q2 2026.
  • Almanack Investment Partners sold 756 Bank of New York Mellon shares in Q2 2026, an estimated $103K.
  • Bank of New York Mellon made up 0.15% of Almanack Investment Partners's portfolio in Q2 2026, its #89 holding.
  • Almanack Investment Partners first reported a position in Bank of New York Mellon in Q4 2020 and has held it in 23 quarters since.
  • Almanack Investment Partners's Bank of New York Mellon position peaked at $1.27M in Q3 2025.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.