Beck Mack & Oliver’s Bank of New York Mellon BNY Stock Holding History

Beck Mack & Oliver’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	$1.02M	Sell	7,025 -680	-9%	-$93K	0.02%	119
2026 Q1	$914K	Sell	7,705 -16,489	-68%	-$1.96M	0.02%	115
2025 Q4	$2.81M	Sell	24,194 -603	-2%	-$66.7K	0.05%	83
2025 Q3	$2.7M	Sell	24,797 -1,080	-4%	-$110K	0.05%	84
2025 Q2	$2.36M	Sell	25,877 -591	-2%	-$50.2K	0.05%	83
2025 Q1	$2.22M	Sell	26,468 -531	-2%	-$44.6K	0.04%	85
2024 Q4	$2.07M	Sell	26,999 -585	-2%	-$45.2K	0.04%	86
2024 Q3	$1.98M	Sell	27,584 -1,661	-6%	-$109K	0.04%	87
2024 Q2	$1.75M	Sell	29,245 -570	-2%	-$33K	0.04%	87
2024 Q1	$1.72M	Sell	29,815 -565	-2%	-$31.1K	0.03%	89
2023 Q4	$1.58M	Buy	30,380 +14,367	+90%	+$662K	0.04%	90
2023 Q3	$683K	Hold	16,013	–	–	0.02%	113
2023 Q2	$713K	Hold	16,013	–	–	0.02%	116
2023 Q1	$728K	Hold	16,013	–	–	0.02%	118
2022 Q4	$729K	Hold	16,013	–	–	0.02%	121
2022 Q3	$617K	Hold	16,013	–	–	0.02%	123
2022 Q2	$668K	Hold	16,013	–	–	0.02%	124
2022 Q1	$795K	Hold	16,013	–	–	0.02%	126
2021 Q4	$930K	Hold	16,013	–	–	0.02%	121
2021 Q3	$830K	Hold	16,013	–	–	0.02%	125
2021 Q2	$820K	Hold	16,013	–	–	0.02%	124
2021 Q1	$757K	Hold	16,013	–	–	0.02%	120
2020 Q4	$680K	Hold	16,013	–	–	0.02%	128
2020 Q3	$550K	Hold	16,013	–	–	0.02%	133
2020 Q2	$619K	Hold	16,013	–	–	0.02%	128
2020 Q1	$539K	Hold	16,013	–	–	0.02%	134
2019 Q4	$806K	Hold	16,013	–	–	0.03%	125
2019 Q3	$724K	Sell	16,013 -6,515	-29%	-$290K	0.03%	125
2019 Q2	$995K	Sell	22,528 -22,618	-50%	-$1.06M	0.04%	110
2019 Q1	$2.28M	Hold	45,146	–	–	0.08%	82
2018 Q4	$2.13M	Hold	45,146	–	–	0.09%	83
2018 Q3	$2.3M	Hold	45,146	–	–	0.07%	89
2018 Q2	$2.44M	Sell	45,146 -410	-0.9%	-$22.6K	0.08%	87
2018 Q1	$2.35M	Hold	45,556	–	–	0.08%	89
2017 Q4	$2.45M	Hold	45,556	–	–	0.08%	86
2017 Q3	$2.42M	Sell	45,556 -1,500	-3%	-$78.7K	0.08%	87
2017 Q2	$2.4M	Hold	47,056	–	–	0.08%	86
2017 Q1	$2.22M	Sell	47,056 -2,150	-4%	-$101K	0.08%	87
2016 Q4	$2.33M	Hold	49,206	–	–	0.08%	83
2016 Q3	$1.96M	Hold	49,206	–	–	0.07%	94
2016 Q2	$1.91M	Hold	49,206	–	–	0.07%	110
2016 Q1	$1.81M	Hold	49,206	–	–	0.06%	112
2015 Q4	$2.03M	Sell	49,206 -3,000	-6%	-$126K	0.07%	107
2015 Q3	$2.04M	Hold	52,206	–	–	0.06%	118
2015 Q2	$2.19M	Hold	52,206	–	–	0.06%	112
2015 Q1	$2.1M	Hold	52,206	–	–	0.05%	119
2014 Q4	$2.12M	Hold	52,206	–	–	0.05%	118
2014 Q3	$2.02M	Hold	52,206	–	–	0.05%	121
2014 Q2	$1.96M	Hold	52,206	–	–	0.04%	131
2014 Q1	$1.84M	Sell	52,206 -7,730	-13%	-$255K	0.04%	129
2013 Q4	$2.09M	Buy	59,936 +4,844	+9%	+$158K	0.05%	118
2013 Q3	$1.66M	Sell	55,092 -283	-0.5%	-$8.68K	0.04%	133
2013 Q2	$1.55M	Buy	+55,375	New	+$1.59M	0.04%	135

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 $3.37T AUM 44.26% 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

Beck Mack & Oliver's BNY Position: Q2 2026 in Review

Beck Mack & Oliver reduced its Bank of New York Mellon (BNY) stake by 8.8% in Q2 2026, selling an estimated $93K and leaving 7,025 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #119.

Beck Mack & Oliver first reported a position in BNY in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.81M in Q4 2025. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Beck Mack & Oliver held 7,025 shares of Bank of New York Mellon worth $1.02M as of Q2 2026.
Beck Mack & Oliver sold 680 Bank of New York Mellon shares in Q2 2026, an estimated $93K.
Bank of New York Mellon made up 0.02% of Beck Mack & Oliver's portfolio in Q2 2026, its #119 holding.
Beck Mack & Oliver first reported a position in Bank of New York Mellon in Q2 2013 and has held it in 53 quarters since.
Beck Mack & Oliver's Bank of New York Mellon position peaked at $2.81M in Q4 2025.
1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Beck Mack & Oliver's 13F filing for Q2 2026, filed 14 Aug 2026.