Columbus Macro’s Bank of New York Mellon BNY Stock Holding History

Columbus Macro’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	$421K	Sell	2,910 -381	-12%	-$52.1K	0.04%	181
2026 Q1	$390K	Sell	3,291 -132	-4%	-$15.7K	0.04%	169
2025 Q4	$397K	Sell	3,423 -212	-6%	-$23.5K	0.04%	168
2025 Q3	$396K	Sell	3,635 -225	-6%	-$22.9K	0.05%	169
2025 Q2	$352K	Sell	3,860 -42	-1%	-$3.57K	0.04%	175
2025 Q1	$327K	Sell	3,902 -166	-4%	-$13.9K	0.04%	173
2024 Q4	$313K	Buy	4,068 +1,087	+36%	+$84K	0.04%	176
2024 Q3	$217K	Buy	+2,981	New	+$196K	0.08%	173
2023 Q2	–	Sell	-5,487	Closed	-$247K	–	155
2023 Q1	$247K	Sell	5,487 -43	-0.8%	-$2.08K	0.09%	160
2022 Q4	$252K	Sell	5,530 -105	-2%	-$4.5K	0.1%	159
2022 Q3	$217K	Sell	5,635 -173	-3%	-$7.38K	0.09%	169
2022 Q2	$242K	Buy	5,808 +119	+2%	+$5.3K	0.09%	165
2022 Q1	$282K	Sell	5,689 -139	-2%	-$7.9K	0.1%	148
2021 Q4	$338K	Sell	5,828 -825	-12%	-$47.4K	0.11%	132
2021 Q3	$345K	Sell	6,653 -98	-1%	-$5.09K	0.11%	129
2021 Q2	$346K	Sell	6,751 -264	-4%	-$13.2K	0.11%	136
2021 Q1	$332K	Sell	7,015 -1,133	-14%	-$49.8K	0.1%	142
2020 Q4	$346K	Buy	+8,148	New	+$313K	0.11%	132

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

Columbus Macro's BNY Position: Q2 2026 in Review

Columbus Macro reduced its Bank of New York Mellon (BNY) stake by 12% in Q2 2026, selling an estimated $52.1K and leaving 2,910 shares worth $421K. The position accounts for 0.04% of the portfolio, ranked #181.

Columbus Macro first reported a position in BNY in Q4 2020 and has held it in 18 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Columbus Macro held 2,910 shares of Bank of New York Mellon worth $421K as of Q2 2026.
Columbus Macro sold 381 Bank of New York Mellon shares in Q2 2026, an estimated $52.1K.
Bank of New York Mellon made up 0.04% of Columbus Macro's portfolio in Q2 2026, its #181 holding.
Columbus Macro first reported a position in Bank of New York Mellon in Q4 2020 and has held it in 18 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Columbus Macro's 13F filing for Q2 2026, filed 22 Jul 2026.