Bank of New York Mellon’s Idaho Strategic Resources IDR Stock Holding History

Bank of New York Mellon’s Portfolio IDR Stock Details IDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.65M	Buy	81,017 +4,633	+6%	+$180K	﹤0.01%	2787
2026 Q1	$2.45M	Sell	76,384 -10,261	-12%	-$398K	﹤0.01%	2708
2025 Q4	$3.49M	Buy	86,645 +6,617	+8%	+$253K	﹤0.01%	2522
2025 Q3	$2.7M	Buy	80,028 +1,944	+2%	+$45.9K	﹤0.01%	2645
2025 Q2	$1.02M	Buy	78,084 +25,099	+47%	+$369K	﹤0.01%	3117
2025 Q1	$758K	Sell	52,985 -295	-0.6%	-$3.63K	﹤0.01%	3209
2024 Q4	$543K	Buy	53,280 +36,914	+226%	+$497K	﹤0.01%	3478
2024 Q3	$263K	Buy	+16,366	New	+$196K	﹤0.01%	3827

Other funds holding IDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

JAM

JW Asset Management Miami Beach, Florida $320M AUM 140.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of New York Mellon's IDR Position: Q2 2026 in Review

Bank of New York Mellon increased its Idaho Strategic Resources (IDR) stake by 6.1% in Q2 2026, buying an estimated $180K and bringing the position to 81,017 shares worth $2.65M. The position accounts for ﹤0.01% of the portfolio, ranked #2787.

Bank of New York Mellon first reported a position in IDR in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.49M in Q4 2025. 54 funds tracked by Wall St. Rank hold IDR as of Q2 2026.

Bank of New York Mellon held 81,017 shares of Idaho Strategic Resources worth $2.65M as of Q2 2026.
Bank of New York Mellon bought 4,633 Idaho Strategic Resources shares in Q2 2026, an estimated $180K.
Idaho Strategic Resources made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #2787 holding.
Bank of New York Mellon first reported a position in Idaho Strategic Resources in Q3 2024 and has held it in 8 quarters since.
Bank of New York Mellon's Idaho Strategic Resources position peaked at $3.49M in Q4 2025.
54 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.