Belpointe Asset Management’s Bank of New York Mellon BNY Stock Holding History

Belpointe Asset 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	$263K	Sell	1,820 -148	-8%	-$20.2K	0.01%	946
2026 Q1	$234K	Sell	1,968 -147	-7%	-$17.5K	0.01%	950
2025 Q4	$246K	Buy	+2,115	New	+$234K	0.01%	888
2023 Q2	–	Sell	-18,781	Closed	-$845K	–	892
2023 Q1	$845K	Sell	18,781 -679	-3%	-$32.9K	0.05%	381
2022 Q4	$886K	Buy	19,460 +742	+4%	+$31.8K	0.05%	357
2022 Q3	$721K	Sell	18,718 -2,261	-11%	-$96.4K	0.05%	385
2022 Q2	$875K	Sell	20,979 -2,585	-11%	-$115K	0.06%	327
2022 Q1	$1.17M	Buy	23,564 +2,472	+12%	+$141K	0.07%	290
2021 Q4	$1.22M	Sell	21,092 -1,417	-6%	-$81.5K	0.08%	261
2021 Q3	$1.17M	Buy	22,509 +4,364	+24%	+$227K	0.08%	272
2021 Q2	$929K	Sell	18,145 -2,503	-12%	-$125K	0.07%	311
2021 Q1	$977K	Buy	20,648 +14,017	+211%	+$617K	0.08%	256
2020 Q4	$281K	Buy	+6,631	New	+$255K	0.03%	573
2020 Q1	–	Sell	-2,540	Closed	-$128K	–	636
2019 Q4	$128K	Buy	+2,540	New	+$121K	0.02%	686
2019 Q3	–	Sell	-3,078	Closed	-$136K	–	676
2019 Q2	$136K	Sell	3,078 -2,214	-42%	-$104K	0.03%	507
2019 Q1	$267K	Buy	+5,292	New	+$273K	0.05%	260
2018 Q4	–	Sell	-4,091	Closed	-$209K	–	505
2018 Q3	$209K	Buy	+4,091	New	+$215K	0.03%	439
2018 Q1	–	Sell	-12,138	Closed	-$654K	–	361
2017 Q4	$654K	Buy	+12,138	New	+$647K	0.14%	160

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

Belpointe Asset Management's BNY Position: Q2 2026 in Review

Belpointe Asset Management reduced its Bank of New York Mellon (BNY) stake by 7.5% in Q2 2026, selling an estimated $20.2K and leaving 1,820 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #946.

Belpointe Asset Management first reported a position in BNY in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.22M in Q4 2021. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Belpointe Asset Management held 1,820 shares of Bank of New York Mellon worth $263K as of Q2 2026.
Belpointe Asset Management sold 148 Bank of New York Mellon shares in Q2 2026, an estimated $20.2K.
Bank of New York Mellon made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #946 holding.
Belpointe Asset Management first reported a position in Bank of New York Mellon in Q4 2017 and has held it in 18 quarters since.
Belpointe Asset Management's Bank of New York Mellon position peaked at $1.22M in Q4 2021.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.