D.B. Root & Company’s Bank of New York Mellon BNY Stock Holding History

D.B. Root & Company’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	$228K	Sell	1,578 -1,852	-54%	-$253K	0.05%	192
2026 Q1	$407K	Buy	+3,430	New	+$408K	0.1%	132
2019 Q4	–	Sell	-12,355	Closed	-$558K	–	194
2019 Q3	$558K	Buy	12,355 +1,918	+18%	+$85.4K	0.26%	114
2019 Q2	$460K	Sell	10,437 -201	-2%	-$9.45K	0.2%	123
2019 Q1	$536K	Buy	10,638 +2	+0%	+$103	0.23%	117
2018 Q4	$501K	Buy	10,636 +3	+0%	+$146	0.25%	107
2018 Q3	$542K	Buy	10,633 +2	+0%	+$105	0.24%	119
2018 Q2	$573K	Buy	10,631 +48	+0.5%	+$2.65K	0.27%	122
2018 Q1	$545K	Buy	10,583 +2	+0%	+$111	0.29%	109
2017 Q4	$570K	Buy	+10,581	New	+$564K	0.49%	66

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

D.B. Root & Company's BNY Position: Q2 2026 in Review

D.B. Root & Company reduced its Bank of New York Mellon (BNY) stake by 54% in Q2 2026, selling an estimated $253K and leaving 1,578 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #192.

D.B. Root & Company first reported a position in BNY in Q4 2017 and has held it in 10 quarters since. The position peaked at $573K in Q2 2018. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

D.B. Root & Company held 1,578 shares of Bank of New York Mellon worth $228K as of Q2 2026.
D.B. Root & Company sold 1,852 Bank of New York Mellon shares in Q2 2026, an estimated $253K.
Bank of New York Mellon made up 0.05% of D.B. Root & Company's portfolio in Q2 2026, its #192 holding.
D.B. Root & Company first reported a position in Bank of New York Mellon in Q4 2017 and has held it in 10 quarters since.
D.B. Root & Company's Bank of New York Mellon position peaked at $573K in Q2 2018.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.