Boston Family Office’s Bank of New York Mellon BNY Stock Holding History

Boston Family Office’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	$1.86M	Sell	12,888 -500	-4%	-$68.4K	0.11%	136
2026 Q1	$1.59M	Hold	13,388	–	–	0.11%	142
2025 Q4	$1.55M	Sell	13,388 -221	-2%	-$24.5K	0.1%	141
2025 Q3	$1.48M	Hold	13,609	–	–	0.09%	143
2025 Q2	$1.24M	Hold	13,609	–	–	0.08%	153
2025 Q1	$1.14M	Hold	13,609	–	–	0.08%	150
2024 Q4	$1.05M	Hold	13,609	–	–	0.07%	156
2024 Q3	$978K	Hold	13,609	–	–	0.07%	157
2024 Q2	$815K	Sell	13,609 -150	-1%	-$8.68K	0.06%	162
2024 Q1	$793K	Sell	13,759 -71	-0.5%	-$3.91K	0.06%	162
2023 Q4	$720K	Hold	13,830	–	–	0.05%	165
2023 Q3	$590K	Hold	13,830	–	–	0.05%	172
2023 Q2	$616K	Hold	13,830	–	–	0.05%	175
2023 Q1	$628K	Hold	13,830	–	–	0.05%	174
2022 Q4	$630K	Sell	13,830 -1,015	-7%	-$43.5K	0.05%	179
2022 Q3	$572K	Hold	14,845	–	–	0.05%	180
2022 Q2	$619K	Hold	14,845	–	–	0.05%	178
2022 Q1	$737K	Hold	14,845	–	–	0.05%	174
2021 Q4	$862K	Hold	14,845	–	–	0.06%	170
2021 Q3	$770K	Hold	14,845	–	–	0.06%	172
2021 Q2	$761K	Hold	14,845	–	–	0.05%	176
2021 Q1	$702K	Hold	14,845	–	–	0.05%	180
2020 Q4	$630K	Buy	14,845 +2,125	+17%	+$81.6K	0.05%	184
2020 Q3	$437K	Hold	12,720	–	–	0.04%	186
2020 Q2	$492K	Sell	12,720 -100	-0.8%	-$3.66K	0.05%	182
2020 Q1	$432K	Buy	12,820 +1,889	+17%	+$79.3K	0.05%	180
2019 Q4	$550K	Sell	10,931 -5,900	-35%	-$282K	0.05%	182
2019 Q3	$761K	Buy	16,831 +125	+0.7%	+$5.57K	0.08%	160
2019 Q2	$738K	Buy	16,706 +25	+0.1%	+$1.18K	0.08%	163
2019 Q1	$841K	Buy	16,681 +100	+0.6%	+$5.15K	0.09%	156
2018 Q4	$780K	Buy	16,581 +225	+1%	+$10.9K	0.1%	153
2018 Q3	$834K	Hold	16,356	–	–	0.09%	159
2018 Q2	$882K	Buy	16,356 +2,606	+19%	+$144K	0.1%	151
2018 Q1	$709K	Sell	13,750 -50	-0.4%	-$2.78K	0.08%	171
2017 Q4	$743K	Sell	13,800 -50	-0.4%	-$2.66K	0.08%	170
2017 Q3	$734K	Hold	13,850	–	–	0.08%	170
2017 Q2	$707K	Hold	13,850	–	–	0.08%	167
2017 Q1	$654K	Hold	13,850	–	–	0.08%	172
2016 Q4	$656K	Hold	13,850	–	–	0.09%	174
2016 Q3	$552K	Hold	13,850	–	–	0.07%	181
2016 Q2	$538K	Hold	13,850	–	–	0.07%	176
2016 Q1	$510K	Hold	13,850	–	–	0.07%	178
2015 Q4	$571K	Sell	13,850 -50	-0.4%	-$2.1K	0.08%	167
2015 Q3	$544K	Hold	13,900	–	–	0.08%	175
2015 Q2	$583K	Hold	13,900	–	–	0.07%	187
2015 Q1	$559K	Hold	13,900	–	–	0.07%	191
2014 Q4	$564K	Hold	13,900	–	–	0.07%	186
2014 Q3	$538K	Hold	13,900	–	–	0.07%	193
2014 Q2	$521K	Hold	13,900	–	–	0.07%	198
2014 Q1	$491K	Hold	13,900	–	–	0.07%	197
2013 Q4	$486K	Hold	13,900	–	–	0.06%	193
2013 Q3	$420K	Hold	13,900	–	–	0.06%	200
2013 Q2	$390K	Buy	+13,900	New	+$399K	0.06%	196

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

Boston Family Office's BNY Position: Q2 2026 in Review

Boston Family Office reduced its Bank of New York Mellon (BNY) stake by 3.7% in Q2 2026, selling an estimated $68.4K and leaving 12,888 shares worth $1.86M. The position accounts for 0.11% of the portfolio, ranked #136.

Boston Family Office first reported a position in BNY in Q2 2013 and has held it in 53 quarters since. 1,881 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Boston Family Office held 12,888 shares of Bank of New York Mellon worth $1.86M as of Q2 2026.
Boston Family Office sold 500 Bank of New York Mellon shares in Q2 2026, an estimated $68.4K.
Bank of New York Mellon made up 0.11% of Boston Family Office's portfolio in Q2 2026, its #136 holding.
Boston Family Office first reported a position in Bank of New York Mellon in Q2 2013 and has held it in 53 quarters since.
1,881 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.