Benson Investment Management Company’s Bank of New York Mellon BNY Stock Holding History

Benson Investment Management Company’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 Q1	–	Sell	-63,149	Closed	-$7.33M	–	14
2025 Q4	$7.33M	Buy	63,149 +705	+1%	+$78K	2.56%	8
2025 Q3	$6.8M	Sell	62,444 -39	-0.1%	-$3.98K	2.32%	10
2025 Q2	$5.69M	Sell	62,483 -221	-0.4%	-$18.8K	2.16%	13
2025 Q1	$5.26M	Buy	+62,704	New	+$5.27M	2.29%	20
2023 Q1	–	Sell	-84,540	Closed	-$3.85M	–	52
2022 Q4	$3.85M	Buy	+84,540	New	+$3.63M	2.27%	22
2017 Q2	–	Sell	-42,795	Closed	-$2.02M	–	92
2017 Q1	$2.02M	Buy	42,795 +300	+0.7%	+$14K	1.99%	33
2016 Q4	$2.01M	Buy	+42,495	New	+$1.92M	2%	26

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Benson Investment Management Company's BNY Position: Q1 2026 in Review

Benson Investment Management Company sold out of Bank of New York Mellon (BNY) in Q1 2026, closing a stake of 63,149 shares — an estimated $7.33M sold.

Benson Investment Management Company first reported a position in BNY in Q4 2016 and held it in 7 quarters. The position peaked at $7.33M in Q4 2025. 1,762 funds tracked by Wall St. Rank hold BNY as of Q1 2026.

Benson Investment Management Company reported no remaining Bank of New York Mellon position as of Q1 2026 after selling out during the quarter.
Benson Investment Management Company sold 63,149 Bank of New York Mellon shares in Q1 2026, an estimated $7.33M.
Benson Investment Management Company first reported a position in Bank of New York Mellon in Q4 2016 and held it in 7 quarters.
Benson Investment Management Company's Bank of New York Mellon position peaked at $7.33M in Q4 2025.
1,762 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2026.

Based on Benson Investment Management Company's 13F filing for Q1 2026, filed 13 Apr 2026.