CIA
BNY

Choate Investment Advisors’s Bank of New York Mellon BNY Stock Holding History

Choate Investment Advisors’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 		$220K Buy
+1,519
New +$208K ﹤0.01% 441
2025
Q4 		– Sell
-2,205
Closed -$240K – 446
2025
Q3 		$240K Buy
+2,205
New +$225K 0.01% 376

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

Choate Investment Advisors's BNY Position: Q2 2026 in Review

Choate Investment Advisors opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 1,519 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #441 among its holdings. This is a return to the name: Choate Investment Advisors previously reported a position in BNY as recently as Q3 2025.

Choate Investment Advisors first reported a position in BNY in Q3 2025 and has held it in 2 quarters since. The position peaked at $240K in Q3 2025. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Choate Investment Advisors held 1,519 shares of Bank of New York Mellon worth $220K as of Q2 2026.
  • Bank of New York Mellon was a new Choate Investment Advisors position in Q2 2026.
  • Bank of New York Mellon made up ﹤0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #441 holding.
  • Choate Investment Advisors first reported a position in Bank of New York Mellon in Q3 2025 and has held it in 2 quarters since.
  • Choate Investment Advisors's Bank of New York Mellon position peaked at $240K in Q3 2025.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.