D'Orazio & Associates’s Bank of New York Mellon BNY Stock Holding History

D'Orazio & Associates’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	$369K	Sell	2,549 -236	-8%	-$32.3K	0.04%	183
2026 Q1	$330K	Buy	2,785 +3	+0.1%	+$357	0.04%	181
2025 Q4	$323K	Buy	2,782 +6	+0.2%	+$664	0.04%	175
2025 Q3	$302K	Buy	2,776 +6	+0.2%	+$612	0.04%	186
2025 Q2	$252K	Buy	2,770 +309	+13%	+$26.2K	0.04%	204
2025 Q1	$206K	Buy	+2,461	New	+$207K	0.03%	231
2023 Q2	–	Sell	-4,985	Closed	-$227K	–	148
2023 Q1	$227K	Buy	+4,985	New	+$242K	0.06%	114
2021 Q4	–	Sell	-84	Closed	-$4K	–	173
2021 Q3	$4K	Buy	+84	New	+$4.37K	﹤0.01%	649

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'Orazio & Associates's BNY Position: Q2 2026 in Review

D'Orazio & Associates reduced its Bank of New York Mellon (BNY) stake by 8.5% in Q2 2026, selling an estimated $32.3K and leaving 2,549 shares worth $369K. The position accounts for 0.04% of the portfolio, ranked #183.

D'Orazio & Associates first reported a position in BNY in Q3 2021 and has held it in 8 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

D'Orazio & Associates held 2,549 shares of Bank of New York Mellon worth $369K as of Q2 2026.
D'Orazio & Associates sold 236 Bank of New York Mellon shares in Q2 2026, an estimated $32.3K.
Bank of New York Mellon made up 0.04% of D'Orazio & Associates's portfolio in Q2 2026, its #183 holding.
D'Orazio & Associates first reported a position in Bank of New York Mellon in Q3 2021 and has held it in 8 quarters since.
1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.