BGA
BNY

Battery Global Advisors’s Bank of New York Mellon BNY Stock Holding History

Battery Global Advisors’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 		$450K Hold
3,112
– – 0.23% 31
2026
Q1 		$369K Buy
3,112
+2,244
+259% +$267K 0.2% 31
2025
Q4 		$47.7K Sell
868
-2,244
-72% -$248K 0.02% 81
2025
Q3 		$339K Hold
3,112
– – 0.16% 31
2025
Q2 		$284K Hold
3,112
– – 0.14% 33
2025
Q1 		$261K Hold
3,112
– – 0.15% 32
2024
Q4 		$239K Hold
3,112
– – 0.13% 35
2024
Q3 		$224K Buy
+3,112
New +$205K 0.12% 36

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

Battery Global Advisors's BNY Position: Q2 2026 in Review

Battery Global Advisors held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 3,112 shares worth $450K. The position accounts for 0.23% of the portfolio, ranked #31.

Battery Global Advisors first reported a position in BNY in Q3 2024 and has held it in 8 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Battery Global Advisors held 3,112 shares of Bank of New York Mellon worth $450K as of Q2 2026.
  • Battery Global Advisors left its Bank of New York Mellon share count unchanged in Q2 2026.
  • Bank of New York Mellon made up 0.23% of Battery Global Advisors's portfolio in Q2 2026, its #31 holding.
  • Battery Global Advisors first reported a position in Bank of New York Mellon in Q3 2024 and has held it in 8 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Battery Global Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.