DA
BNY

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

Denali 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 		$202K Sell
1,400
-500
-26% -$68.4K 0.02% 312
2026
Q1 		$225K Hold
1,900
– – 0.03% 296
2025
Q4 		$221K Buy
+1,900
New +$210K 0.02% 310
2025
Q3 		– Sell
-6,300
Closed -$574K – 300
2025
Q2 		$574K Sell
6,300
-2,324
-27% -$197K 0.06% 212
2025
Q1 		$723K Buy
+8,624
New +$725K 0.08% 200
2024
Q2 		– Sell
-1,235
Closed -$71.2K – 215
2024
Q1 		$71.2K Buy
1,235
+3
+0.2% +$165 0.02% 276
2023
Q4 		$64.1K Sell
1,232
-6,926
-85% -$319K 0.02% 282
2023
Q3 		$348K Sell
8,158
-8,203
-50% -$365K 0.12% 174
2023
Q2 		$728K Buy
16,361
+3,809
+30% +$163K 0.26% 101
2023
Q1 		$570K Sell
12,552
-248
-2% -$12K 0.24% 104
2022
Q4 		$583K Buy
12,800
+500
+4% +$21.4K 0.24% 101
2022
Q3 		$474K Buy
12,300
+5,000
+68% +$213K 0.22% 106
2022
Q2 		$304K Buy
7,300
+1,000
+16% +$44.5K 0.13% 129
2022
Q1 		$313K Buy
6,300
+5,600
+800% +$318K 0.12% 138
2021
Q4 		$41K Sell
700
-100
-13% -$5.75K 0.02% 264
2021
Q3 		$41K Sell
800
-300
-27% -$15.6K 0.02% 184
2021
Q2 		$56K Sell
1,100
-22,300
-95% -$1.12M 0.02% 174
2021
Q1 		$1.11M Sell
23,400
-92,000
-80% -$4.05M 0.34% 101
2020
Q4 		$4.9M Sell
115,400
-10,200
-8% -$392K 0.84% 34
2020
Q3 		$4.31M Buy
125,600
+107,300
+586% +$3.91M 0.86% 37
2020
Q2 		$707K Buy
+18,300
New +$670K 0.14% 177
2014
Q2 		– Sell
-44,900
Closed -$1.58M – 265
2014
Q1 		$1.58M Buy
+44,900
New +$1.48M 0.46% 75

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

Denali Advisors's BNY Position: Q2 2026 in Review

Denali Advisors reduced its Bank of New York Mellon (BNY) stake by 26% in Q2 2026, selling an estimated $68.4K and leaving 1,400 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #312.

Denali Advisors first reported a position in BNY in Q1 2014 and has held it in 22 quarters since. The position peaked at $4.9M in Q4 2020. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Denali Advisors held 1,400 shares of Bank of New York Mellon worth $202K as of Q2 2026.
  • Denali Advisors sold 500 Bank of New York Mellon shares in Q2 2026, an estimated $68.4K.
  • Bank of New York Mellon made up 0.02% of Denali Advisors's portfolio in Q2 2026, its #312 holding.
  • Denali Advisors first reported a position in Bank of New York Mellon in Q1 2014 and has held it in 22 quarters since.
  • Denali Advisors's Bank of New York Mellon position peaked at $4.9M in Q4 2020.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Denali Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.