AIM
BNY

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

Anchor 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
Q1 		$2.17M Sell
18,269
-408
-2% -$48.5K 0.18% 127
2025
Q4 		$2.17M Sell
18,677
-200
-1% -$22.1K 0.18% 127
2025
Q3 		$2.06M Sell
18,877
-256
-1% -$26.1K 0.17% 133
2025
Q2 		$1.74M Sell
19,133
-398
-2% -$33.8K 0.15% 143
2025
Q1 		$1.64M Sell
19,531
-429
-2% -$36.1K 0.15% 144
2024
Q4 		$1.53M Sell
19,960
-255
-1% -$19.7K 0.14% 150
2024
Q3 		$1.45M Sell
20,215
-1,225
-6% -$80.6K 0.14% 156
2024
Q2 		$1.28M Buy
21,440
+11
+0.1% +$637 0.13% 155
2024
Q1 		$1.23M Sell
21,429
-42
-0.2% -$2.31K 0.13% 159
2023
Q4 		$1.12M Sell
21,471
-676
-3% -$31.1K 0.13% 159
2023
Q3 		$945K Sell
22,147
-1,534
-6% -$68.3K 0.12% 163
2023
Q2 		$1.05M Sell
23,681
-295
-1% -$12.7K 0.13% 155
2023
Q1 		$1.09M Sell
23,976
-106
-0.4% -$5.14K 0.15% 149
2022
Q4 		$1.1M Buy
24,082
+1,089
+5% +$46.7K 0.16% 146
2022
Q3 		$886K Sell
22,993
-151
-0.7% -$6.44K 0.14% 155
2022
Q2 		$965K Sell
23,144
-57
-0.2% -$2.54K 0.14% 154
2022
Q1 		$1.15M Buy
23,201
+29
+0.1% +$1.65K 0.15% 153
2021
Q4 		$1.35M Buy
23,172
+31
+0.1% +$1.78K 0.17% 133
2021
Q3 		$1.2M Buy
23,141
+34
+0.1% +$1.77K 0.17% 135
2021
Q2 		$1.18M Sell
23,107
-92
-0.4% -$4.6K 0.16% 139
2021
Q1 		$1.1M Buy
23,199
+38
+0.2% +$1.67K 0.17% 137
2020
Q4 		$983K Sell
23,161
-1,159
-5% -$44.5K 0.18% 131
2020
Q3 		$835K Buy
24,320
+616
+3% +$22.4K 0.17% 132
2020
Q2 		$916K Sell
23,704
-81
-0.3% -$2.96K 0.2% 122
2020
Q1 		$801K Buy
23,785
+231
+1% +$9.7K 0.21% 122
2019
Q4 		$1.19M Buy
23,554
+16
+0.1% +$764 0.25% 110
2019
Q3 		$1.06M Sell
23,538
-1,977
-8% -$88K 0.25% 113
2019
Q2 		$1.13M Sell
25,515
-935
-4% -$43.9K 0.27% 105
2019
Q1 		$1.33M Sell
26,450
-1,261
-5% -$65K 0.33% 85
2018
Q4 		$1.3M Buy
27,711
+715
+3% +$34.7K 0.37% 77
2018
Q3 		$1.38M Buy
26,996
+13
+0% +$684 0.32% 85
2018
Q2 		$1.46M Buy
26,983
+361
+1% +$19.9K 0.36% 76
2018
Q1 		$1.37M Sell
26,622
-64
-0.2% -$3.56K 0.36% 79
2017
Q4 		$1.44M Sell
26,686
-688
-3% -$36.6K 0.38% 74
2017
Q3 		$1.45M Buy
27,374
+576
+2% +$30.2K 0.43% 67
2017
Q2 		$1.37M Buy
26,798
+1,167
+5% +$55.8K 0.45% 64
2017
Q1 		$1.21M Sell
25,631
-42
-0.2% -$1.96K 0.42% 73
2016
Q4 		$1.22M Buy
25,673
+7
+0% +$316 0.45% 65
2016
Q3 		$1.02M Sell
25,666
-941
-4% -$37.6K 0.4% 73
2016
Q2 		$1.03M Sell
26,607
-2,335
-8% -$92.9K 0.41% 73
2016
Q1 		$1.07M Buy
+28,942
New +$1.05M 0.44% 71

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Anchor Investment Management's BNY Position: Q1 2026 in Review

Anchor Investment Management reduced its Bank of New York Mellon (BNY) stake by 2.2% in Q1 2026, selling an estimated $48.5K and leaving 18,269 shares worth $2.17M. The position accounts for 0.18% of the portfolio, ranked #127.

Anchor Investment Management first reported a position in BNY in Q1 2016 and has held it in 41 quarters since. The position peaked at $2.17M in Q4 2025. 1,767 funds tracked by Wall St. Rank hold BNY as of Q1 2026.

  • Anchor Investment Management held 18,269 shares of Bank of New York Mellon worth $2.17M as of Q1 2026.
  • Anchor Investment Management sold 408 Bank of New York Mellon shares in Q1 2026, an estimated $48.5K.
  • Bank of New York Mellon made up 0.18% of Anchor Investment Management's portfolio in Q1 2026, its #127 holding.
  • Anchor Investment Management first reported a position in Bank of New York Mellon in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Bank of New York Mellon position peaked at $2.17M in Q4 2025.
  • 1,767 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.