Congress Asset Management’s Bank of New York Mellon BNY Stock Holding History

Congress Asset 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	$14.4M	Buy	99,908 +92,276	+1,209%	+$12.6M	0.09%	180
2026 Q1	$905K	Hold	7,632	–	–	0.01%	346
2025 Q4	$886K	Hold	7,632	–	–	0.01%	320
2025 Q3	$832K	Hold	7,632	–	–	0.01%	329
2025 Q2	$695K	Hold	7,632	–	–	﹤0.01%	330
2025 Q1	$640K	Hold	7,632	–	–	﹤0.01%	321
2024 Q4	$586K	Hold	7,632	–	–	﹤0.01%	339
2024 Q3	$548K	Buy	7,632 +461	+6%	+$30.3K	﹤0.01%	317
2024 Q2	$429K	Hold	7,171	–	–	﹤0.01%	337
2024 Q1	$413K	Hold	7,171	–	–	﹤0.01%	332
2023 Q4	$373K	Hold	7,171	–	–	﹤0.01%	350
2023 Q3	$306K	Buy	+7,171	New	+$319K	﹤0.01%	356

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 $3.38T AUM 44.17% 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

Congress Asset Management's BNY Position: Q2 2026 in Review

Congress Asset Management increased its Bank of New York Mellon (BNY) stake by 1,209% in Q2 2026, buying an estimated $12.6M and bringing the position to 99,908 shares worth $14.4M. The position accounts for 0.09% of the portfolio, ranked #180.

Congress Asset Management first reported a position in BNY in Q3 2023 and has held it in 12 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Congress Asset Management held 99,908 shares of Bank of New York Mellon worth $14.4M as of Q2 2026.
Congress Asset Management bought 92,276 Bank of New York Mellon shares in Q2 2026, an estimated $12.6M.
Bank of New York Mellon made up 0.09% of Congress Asset Management's portfolio in Q2 2026, its #180 holding.
Congress Asset Management first reported a position in Bank of New York Mellon in Q3 2023 and has held it in 12 quarters since.
1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.