ACIM
BNY

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

Azimuth Capital 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 		$30.3M Sell
209,578
-9,028
-4% -$1.23M 1.02% 17
2026
Q1 		$25.9M Sell
218,606
-152,288
-41% -$18.1M 0.98% 19
2025
Q4 		$43.1M Sell
370,894
-29,813
-7% -$3.3M 1.54% 9
2025
Q3 		$43.7M Sell
400,707
-6,905
-2% -$704K 1.57% 8
2025
Q2 		$37.1M Sell
407,612
-1,303
-0.3% -$111K 1.38% 12
2025
Q1 		$34.3M Sell
408,915
-4,907
-1% -$412K 1.37% 11
2024
Q4 		$31.8M Buy
413,822
+92,558
+29% +$7.15M 1.24% 14
2024
Q3 		$23.1M Buy
321,264
+2,843
+0.9% +$187K 0.9% 30
2024
Q2 		$19.1M Buy
318,421
+143,141
+82% +$8.28M 0.78% 34
2024
Q1 		$10.1M Buy
175,280
+1,755
+1% +$96.6K 0.42% 76
2023
Q4 		$9.03M Buy
173,525
+1,745
+1% +$80.4K 0.41% 84
2023
Q3 		$7.33M Sell
171,780
-3,752
-2% -$167K 0.36% 98
2023
Q2 		$7.81M Sell
175,532
-137,678
-44% -$5.91M 0.37% 97
2023
Q1 		$14.2M Sell
313,210
-1,675
-0.5% -$81.2K 0.7% 45
2022
Q4 		$14.3M Buy
314,885
+151,025
+92% +$6.48M 0.73% 42
2022
Q3 		$6.31M Sell
163,860
-152,615
-48% -$6.51M 0.35% 104
2022
Q2 		$13.2M Buy
+316,475
New +$14.1M 0.67% 47

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

Azimuth Capital Investment Management's BNY Position: Q2 2026 in Review

Azimuth Capital Investment Management reduced its Bank of New York Mellon (BNY) stake by 4.1% in Q2 2026, selling an estimated $1.23M and leaving 209,578 shares worth $30.3M. The position accounts for 1.02% of the portfolio, ranked #17.

Azimuth Capital Investment Management first reported a position in BNY in Q2 2022 and has held it in 17 quarters since. The position peaked at $43.7M in Q3 2025. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Azimuth Capital Investment Management held 209,578 shares of Bank of New York Mellon worth $30.3M as of Q2 2026.
  • Azimuth Capital Investment Management sold 9,028 Bank of New York Mellon shares in Q2 2026, an estimated $1.23M.
  • Bank of New York Mellon made up 1.02% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #17 holding.
  • Azimuth Capital Investment Management first reported a position in Bank of New York Mellon in Q2 2022 and has held it in 17 quarters since.
  • Azimuth Capital Investment Management's Bank of New York Mellon position peaked at $43.7M in Q3 2025.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.