Donoghue Forlines’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
$3.12M Buy
+21,580
New +$2.95M 0.81% 41
2025
Q4
Sell
-20,880
Closed -$2.28M 119
2025
Q3
$2.28M Buy
+20,880
New +$2.13M 0.7% 24
2025
Q1
Sell
-46,265
Closed -$3.55M 108
2024
Q4
$3.55M Buy
+46,265
New +$3.58M 1.19% 8

Other funds holding BNY

Donoghue Forlines's BNY Position: Q2 2026 in Review

Donoghue Forlines opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 21,580 shares worth $3.12M. The stake represents 0.81% of the portfolio and ranks #41 among its holdings. This is a return to the name: Donoghue Forlines previously reported a position in BNY as recently as Q3 2025.

Donoghue Forlines first reported a position in BNY in Q4 2024 and has held it in 3 quarters since. The position peaked at $3.55M in Q4 2024. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Donoghue Forlines held 21,580 shares of Bank of New York Mellon worth $3.12M as of Q2 2026.
  • Bank of New York Mellon was a new Donoghue Forlines position in Q2 2026.
  • Bank of New York Mellon made up 0.81% of Donoghue Forlines's portfolio in Q2 2026, its #41 holding.
  • Donoghue Forlines first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 3 quarters since.
  • Donoghue Forlines's Bank of New York Mellon position peaked at $3.55M in Q4 2024.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Donoghue Forlines's 13F filing for Q2 2026, filed 7 Aug 2026.