BRM
BNY

Boston Research & Management’s Bank of New York Mellon BNY Stock Holding History

Boston Research & 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 		$9.24M Sell
63,884
-755
-1% -$103K 2.04% 11
2026
Q1 		$7.67M Sell
64,639
-185
-0.3% -$22K 1.79% 17
2025
Q4 		$7.53M Sell
64,824
-19,438
-23% -$2.15M 1.71% 16
2025
Q3 		$9.18M Sell
84,262
-2,427
-3% -$248K 2.01% 14
2025
Q2 		$7.9M Sell
86,689
-1,848
-2% -$157K 1.87% 16
2025
Q1 		$7.42M Sell
88,537
-3,073
-3% -$258K 1.84% 18
2024
Q4 		$7.04M Sell
91,610
-1,666
-2% -$129K 1.73% 19
2024
Q3 		$6.7M Buy
93,276
+115
+0.1% +$7.56K 1.57% 22
2024
Q2 		$5.58M Sell
93,161
-1,295
-1% -$74.9K 1.41% 26
2024
Q1 		$5.44M Buy
94,456
+310
+0.3% +$17.1K 1.35% 30
2023
Q4 		$4.9M Buy
94,146
+3,065
+3% +$141K 1.3% 34
2023
Q3 		$3.88M Buy
91,081
+920
+1% +$41K 1.15% 40
2023
Q2 		$4.01M Buy
90,161
+1,821
+2% +$78.1K 1.14% 41
2023
Q1 		$4.01M Buy
88,340
+1,400
+2% +$67.9K 1.2% 39
2022
Q4 		$3.96M Sell
86,940
-6,465
-7% -$277K 1.22% 39
2022
Q3 		$3.6M Buy
93,405
+14,930
+19% +$637K 1.23% 38
2022
Q2 		$3.27M Buy
78,475
+9,980
+15% +$445K 1.06% 44
2022
Q1 		$3.4M Sell
68,495
-1,418
-2% -$80.6K 0.99% 46
2021
Q4 		$4.06M Sell
69,913
-205
-0.3% -$11.8K 1.11% 39
2021
Q3 		$3.63M Buy
70,118
+80
+0.1% +$4.16K 1.08% 39
2021
Q2 		$3.59M Sell
70,038
-20
-0% -$1K 1.09% 39
2021
Q1 		$3.31M Buy
70,058
+745
+1% +$32.8K 1.07% 42
2020
Q4 		$2.94M Buy
69,313
+46
+0.1% +$1.77K 1.02% 39
2020
Q3 		$2.38M Buy
69,267
+5,045
+8% +$184K 0.93% 41
2020
Q2 		$2.48M Sell
64,222
-7,866
-11% -$288K 1.03% 38
2020
Q1 		$2.43M Sell
72,088
-5,249
-7% -$220K 1.22% 37
2019
Q4 		$3.89M Buy
77,337
+596
+0.8% +$28.4K 1.46% 39
2019
Q3 		$3.47M Buy
76,741
+3,560
+5% +$159K 1.37% 41
2019
Q2 		$3.23M Buy
73,181
+6,435
+10% +$302K 1.31% 43
2019
Q1 		$3.37M Sell
66,746
-270
-0.4% -$13.9K 1.4% 39
2018
Q4 		$3.15M Buy
67,016
+9,165
+16% +$445K 1.5% 33
2018
Q3 		$2.95M Buy
57,851
+790
+1% +$41.6K 1.35% 37
2018
Q2 		$3.08M Sell
57,061
-230
-0.4% -$12.7K 1.51% 34
2018
Q1 		$2.95M Buy
57,291
+286
+0.5% +$15.9K 1.5% 34
2017
Q4 		$3.07M Sell
57,005
-1,865
-3% -$99.3K 1.54% 35
2017
Q3 		$3.12M Buy
58,870
+140
+0.2% +$7.35K 1.59% 32
2017
Q2 		$3M Sell
58,730
-70
-0.1% -$3.35K 1.62% 31
2017
Q1 		$2.78M Sell
58,800
-1,770
-3% -$82.8K 1.51% 33
2016
Q4 		$2.87M Buy
60,570
+250
+0.4% +$11.3K 1.63% 29
2016
Q3 		$2.4M Buy
60,320
+280
+0.5% +$11.2K 1.39% 41
2016
Q2 		$2.33M Buy
60,040
+920
+2% +$36.6K 1.41% 34
2016
Q1 		$2.18M Buy
59,120
+3,870
+7% +$140K 1.36% 36
2015
Q4 		$2.28M Buy
55,250
+630
+1% +$26.5K 1.42% 35
2015
Q3 		$2.14M Buy
54,620
+3,620
+7% +$150K 1.41% 33
2015
Q2 		$2.14M Sell
51,000
-640
-1% -$27.3K 1.35% 42
2015
Q1 		$2.08M Buy
51,640
+1,380
+3% +$53.7K 1.32% 39
2014
Q4 		$2.04M Sell
50,260
-2,740
-5% -$107K 1.28% 40
2014
Q3 		$2.05M Sell
53,000
-2,950
-5% -$115K 1.38% 37
2014
Q2 		$2.1M Buy
55,950
+1,462
+3% +$50.6K 1.45% 33
2014
Q1 		$1.92M Buy
54,488
+580
+1% +$19.2K 1.41% 35
2013
Q4 		$1.88M Sell
53,908
-1,493
-3% -$48.6K 1.45% 35
2013
Q3 		$1.67M Buy
55,401
+160
+0.3% +$4.91K 1.41% 38
2013
Q2 		$1.55M Buy
+55,241
New +$1.59M 1.38% 38

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

Boston Research & Management's BNY Position: Q2 2026 in Review

Boston Research & Management reduced its Bank of New York Mellon (BNY) stake by 1.2% in Q2 2026, selling an estimated $103K and leaving 63,884 shares worth $9.24M. The position accounts for 2.04% of the portfolio, ranked #11.

Boston Research & Management first reported a position in BNY in Q2 2013 and has held it in 53 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Boston Research & Management held 63,884 shares of Bank of New York Mellon worth $9.24M as of Q2 2026.
  • Boston Research & Management sold 755 Bank of New York Mellon shares in Q2 2026, an estimated $103K.
  • Bank of New York Mellon made up 2.04% of Boston Research & Management's portfolio in Q2 2026, its #11 holding.
  • Boston Research & Management first reported a position in Bank of New York Mellon in Q2 2013 and has held it in 53 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Boston Research & Management's 13F filing for Q2 2026, filed 11 Aug 2026.