Convergence Investment Partners’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.63M | Buy |
59,706
+17,016
| +40% | +$2.33M | 0.82% | 25 |
|
|
2026
Q1 | $5.06M | Sell |
42,690
-13,615
| -24% | -$1.62M | 0.83% | 28 |
|
|
2025
Q4 | $6.54M | Sell |
56,305
-3,160
| -5% | -$350K | 1.3% | 12 |
|
|
2025
Q3 | $6.48M | Buy |
59,465
+4,049
| +7% | +$413K | 1.45% | 9 |
|
|
2025
Q2 | $5.05M | Buy |
55,416
+19,031
| +52% | +$1.62M | 1.28% | 13 |
|
|
2025
Q1 | $3.05M | Sell |
36,385
-323
| -0.9% | -$27.1K | 0.84% | 25 |
|
|
2024
Q4 | $2.82M | Sell |
36,708
-249
| -0.7% | -$19.2K | 0.63% | 38 |
|
|
2024
Q3 | $2.66M | Sell |
36,957
-723
| -2% | -$47.6K | 0.72% | 38 |
|
|
2024
Q2 | $2.26M | Buy |
37,680
+1,646
| +5% | +$95.2K | 0.66% | 39 |
|
|
2024
Q1 | $2.08M | Sell |
36,034
-932
| -3% | -$51.3K | 0.8% | 31 |
|
|
2023
Q4 | $1.92M | Sell |
36,966
-2,313
| -6% | -$107K | 1.01% | 30 |
|
|
2023
Q3 | $1.68M | Sell |
39,279
-6,314
| -14% | -$281K | 0.99% | 31 |
|
|
2023
Q2 | $2.03M | Buy |
45,593
+1,564
| +4% | +$67.1K | 1.17% | 22 |
|
|
2023
Q1 | $2M | Buy |
44,029
+2,834
| +7% | +$137K | 1.18% | 22 |
|
|
2022
Q4 | $1.88M | Sell |
41,195
-1,424
| -3% | -$61.1K | 1.11% | 22 |
|
|
2022
Q3 | $1.64M | Buy |
42,619
+18,986
| +80% | +$809K | 1.07% | 23 |
|
|
2022
Q2 | $986K | Buy |
+23,633
| New | +$1.05M | 0.6% | 64 |
|
|
2021
Q4 | – | Sell |
-32,907
| Closed | -$1.71M | – | 233 |
|
|
2021
Q3 | $1.71M | Sell |
32,907
-14,445
| -31% | -$751K | 0.92% | 29 |
|
|
2021
Q2 | $2.43M | Buy |
47,352
+186
| +0.4% | +$9.31K | 1.04% | 22 |
|
|
2021
Q1 | $2.23M | Sell |
47,166
-2,001
| -4% | -$88K | 1.02% | 26 |
|
|
2020
Q4 | $2.09M | Sell |
49,167
-4,612
| -9% | -$177K | 1.05% | 25 |
|
|
2020
Q3 | $1.85M | Buy |
+53,779
| New | +$1.96M | 0.64% | 39 |
|
|
2019
Q2 | – | Sell |
-30,751
| Closed | -$1.55M | – | 305 |
|
|
2019
Q1 | $1.55M | Sell |
30,751
-1,037
| -3% | -$53.4K | 0.34% | 114 |
|
|
2018
Q4 | $1.5M | Sell |
31,788
-23,273
| -42% | -$1.13M | 0.34% | 108 |
|
|
2018
Q3 | $2.81M | Sell |
55,061
-10,412
| -16% | -$548K | 0.57% | 51 |
|
|
2018
Q2 | $3.53M | Sell |
65,473
-2,819
| -4% | -$156K | 0.49% | 74 |
|
|
2018
Q1 | $3.52M | Sell |
68,292
-134
| -0.2% | -$7.45K | 0.46% | 79 |
|
|
2017
Q4 | $3.69M | Buy |
+68,426
| New | +$3.64M | 0.49% | 70 |
|
|
2015
Q3 | – | Sell |
-190,835
| Closed | -$8.01M | – | 346 |
|
|
2015
Q2 | $8.01M | Buy |
+190,835
| New | +$8.13M | 0.79% | 19 |
|
|
2014
Q4 | – | Sell |
-114,339
| Closed | -$4.43M | – | 366 |
|
|
2014
Q3 | $4.43M | Buy |
+114,339
| New | +$4.45M | 0.61% | 33 |
|
Other funds holding BNY
Convergence Investment Partners's BNY Position: Q2 2026 in Review
Convergence Investment Partners increased its Bank of New York Mellon (BNY) stake by 40% in Q2 2026, buying an estimated $2.33M and bringing the position to 59,706 shares worth $8.63M. The position accounts for 0.82% of the portfolio, ranked #25.
Convergence Investment Partners first reported a position in BNY in Q3 2014 and has held it in 30 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Convergence Investment Partners held 59,706 shares of Bank of New York Mellon worth $8.63M as of Q2 2026.
- Convergence Investment Partners bought 17,016 Bank of New York Mellon shares in Q2 2026, an estimated $2.33M.
- Bank of New York Mellon made up 0.82% of Convergence Investment Partners's portfolio in Q2 2026, its #25 holding.
- Convergence Investment Partners first reported a position in Bank of New York Mellon in Q3 2014 and has held it in 30 quarters since.
- 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.