Bank of New York Mellon
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Bank of New York Mellon’s Orchestra BioMed OBIO Stock Holding History

Bank of New York Mellon’s Portfolio OBIO Stock Details OBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$372K Buy
+86,103
New +$352K ﹤0.01% 3888
2025
Q2 		– Sell
-52,490
Closed -$225K – 4230
2025
Q1 		$225K Sell
52,490
-315
-0.6% -$1.57K ﹤0.01% 3839
2024
Q4 		$211K Buy
52,805
+315
+0.6% +$1.69K ﹤0.01% 3931
2024
Q3 		$270K Sell
52,490
-18,192
-26% -$119K ﹤0.01% 3817
2024
Q2 		$576K Buy
70,682
+37,906
+116% +$220K ﹤0.01% 3504
2024
Q1 		$173K Sell
32,776
-14,454
-31% -$97.9K ﹤0.01% 3969
2023
Q4 		$431K Buy
47,230
+6,940
+17% +$47.4K ﹤0.01% 3633
2023
Q3 		$351K Buy
40,290
+27,344
+211% +$184K ﹤0.01% 3737
2023
Q2 		$90.6K Buy
+12,946
New +$196K ﹤0.01% 4098

Other funds holding OBIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
DMKJ
David M. Knott Jr $189M AUM 67.72% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $137M AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

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

Bank of New York Mellon opened a new position in Orchestra BioMed (OBIO) in Q2 2026: 86,103 shares worth $372K. The stake represents ﹤0.01% of the portfolio and ranks #3888 among its holdings. This is a return to the name: Bank of New York Mellon previously reported a position in OBIO as recently as Q1 2025.

Bank of New York Mellon first reported a position in OBIO in Q2 2023 and has held it in 9 quarters since. The position peaked at $576K in Q2 2024. 36 funds tracked by Wall St. Rank hold OBIO as of Q2 2026.

  • Bank of New York Mellon held 86,103 shares of Orchestra BioMed worth $372K as of Q2 2026.
  • Orchestra BioMed was a new Bank of New York Mellon position in Q2 2026.
  • Orchestra BioMed made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3888 holding.
  • Bank of New York Mellon first reported a position in Orchestra BioMed in Q2 2023 and has held it in 9 quarters since.
  • Bank of New York Mellon's Orchestra BioMed position peaked at $576K in Q2 2024.
  • 36 funds tracked by Wall St. Rank held Orchestra BioMed as of Q2 2026.

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