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

Axiom 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	$298K	Buy	2,064 +1,164	+129%	+$159K	0.2%	90
2026 Q1	$107K	Buy	+900	New	+$107K	0.08%	142
2019 Q3	–	Sell	-8,147	Closed	-$357K	–	238
2019 Q2	$357K	Sell	8,147 -1,770	-18%	-$83.2K	0.06%	260
2019 Q1	$499K	Buy	9,917 +14	+0.1%	+$722	0.09%	220
2018 Q4	$466K	Buy	+9,903	New	+$481K	0.1%	197

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 $3.38T AUM 44.17% 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

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

Axiom Investment Management increased its Bank of New York Mellon (BNY) stake by 129% in Q2 2026, buying an estimated $159K and bringing the position to 2,064 shares worth $298K. The position accounts for 0.2% of the portfolio, ranked #90.

Axiom Investment Management first reported a position in BNY in Q4 2018 and has held it in 5 quarters since. The position peaked at $499K in Q1 2019. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Axiom Investment Management held 2,064 shares of Bank of New York Mellon worth $298K as of Q2 2026.
Axiom Investment Management bought 1,164 Bank of New York Mellon shares in Q2 2026, an estimated $159K.
Bank of New York Mellon made up 0.2% of Axiom Investment Management's portfolio in Q2 2026, its #90 holding.
Axiom Investment Management first reported a position in Bank of New York Mellon in Q4 2018 and has held it in 5 quarters since.
Axiom Investment Management's Bank of New York Mellon position peaked at $499K in Q1 2019.
1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.