Chesley Taft & Associates’s Bank of New York Mellon BNY Stock Holding History

Chesley Taft & Associates’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	$273K	Buy	+1,890	New	+$258K	0.01%	333
2026 Q1	–	Sell	-1,932	Closed	-$224K	–	373
2025 Q4	$224K	Hold	1,932	–	–	0.01%	355
2025 Q3	$211K	Buy	+1,932	New	+$197K	0.01%	342
2018 Q4	–	Sell	-4,700	Closed	-$240K	–	257
2018 Q3	$240K	Sell	4,700 -98	-2%	-$5.16K	0.02%	262
2018 Q2	$259K	Hold	4,798	–	–	0.02%	251
2018 Q1	$247K	Hold	4,798	–	–	0.02%	251
2017 Q4	$258K	Sell	4,798 -1,325	-22%	-$70.6K	0.02%	264
2017 Q3	$325K	Hold	6,123	–	–	0.03%	248
2017 Q2	$312K	Sell	6,123 -1,100	-15%	-$52.6K	0.03%	246
2017 Q1	$341K	Hold	7,223	–	–	0.03%	236
2016 Q4	$342K	Sell	7,223 -1,629	-18%	-$73.5K	0.03%	234
2016 Q3	$353K	Sell	8,852 -700	-7%	-$28K	0.04%	217
2016 Q2	$371K	Buy	+9,552	New	+$380K	0.04%	221

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

Chesley Taft & Associates's BNY Position: Q2 2026 in Review

Chesley Taft & Associates opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 1,890 shares worth $273K. The stake represents 0.01% of the portfolio and ranks #333 among its holdings. This is a return to the name: Chesley Taft & Associates previously reported a position in BNY as recently as Q4 2025.

Chesley Taft & Associates first reported a position in BNY in Q2 2016 and has held it in 13 quarters since. The position peaked at $371K in Q2 2016. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Chesley Taft & Associates held 1,890 shares of Bank of New York Mellon worth $273K as of Q2 2026.
Bank of New York Mellon was a new Chesley Taft & Associates position in Q2 2026.
Bank of New York Mellon made up 0.01% of Chesley Taft & Associates's portfolio in Q2 2026, its #333 holding.
Chesley Taft & Associates first reported a position in Bank of New York Mellon in Q2 2016 and has held it in 13 quarters since.
Chesley Taft & Associates's Bank of New York Mellon position peaked at $371K in Q2 2016.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.