AL
BNY

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

Aspiriant 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 		$208K Buy
+1,435
New +$196K 0.01% 381
2020
Q1 		– Sell
-4,902
Closed -$247K – 189
2019
Q4 		$247K Buy
4,902
+377
+8% +$18K 0.02% 186
2019
Q3 		$205K Hold
4,525
– – 0.02% 208
2019
Q2 		$200K Sell
4,525
-320
-7% -$15K 0.02% 223
2019
Q1 		$245K Sell
4,845
-1,257
-21% -$64.8K 0.02% 203
2018
Q4 		$287K Buy
6,102
+296
+5% +$14.4K 0.02% 188
2018
Q3 		$297K Hold
5,806
– – 0.03% 194
2018
Q2 		$313K Sell
5,806
-1,275
-18% -$70.4K 0.03% 198
2018
Q1 		$365K Buy
+7,081
New +$394K 0.03% 171
2017
Q3 		– Sell
-8,290
Closed -$423K – 205
2017
Q2 		$423K Hold
8,290
– – 0.04% 151
2017
Q1 		$391K Buy
8,290
+320
+4% +$15K 0.03% 159
2016
Q4 		$378K Sell
7,970
-420
-5% -$18.9K 0.03% 151
2016
Q3 		$335K Sell
8,390
-2,573
-23% -$103K 0.03% 158
2016
Q2 		$460K Buy
10,963
+2,080
+23% +$82.7K 0.04% 142
2016
Q1 		$327K Buy
+8,883
New +$322K 0.03% 149

Other funds holding BNY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Aspiriant LLC's BNY Position: Q2 2026 in Review

Aspiriant LLC opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 1,435 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #381 among its holdings. This is a return to the name: Aspiriant LLC previously reported a position in BNY as recently as Q4 2019.

Aspiriant LLC first reported a position in BNY in Q1 2016 and has held it in 15 quarters since. The position peaked at $460K in Q2 2016. 348 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Aspiriant LLC held 1,435 shares of Bank of New York Mellon worth $208K as of Q2 2026.
  • Bank of New York Mellon was a new Aspiriant LLC position in Q2 2026.
  • Bank of New York Mellon made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #381 holding.
  • Aspiriant LLC first reported a position in Bank of New York Mellon in Q1 2016 and has held it in 15 quarters since.
  • Aspiriant LLC's Bank of New York Mellon position peaked at $460K in Q2 2016.
  • 348 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.