Douglas Lane & Associates’s Bank of New York Mellon BNY Stock Holding History

Douglas Lane & 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 Q3	$293K	Sell	2,024 -175	-8%	-$27.5K	﹤0.01%	222
2026 Q2	$318K	Sell	2,199 -27	-1%	-$3.69K	﹤0.01%	221
2026 Q1	$264K	Sell	2,226 -34	-2%	-$4.04K	﹤0.01%	217
2025 Q4	$262K	Sell	2,260 -50	-2%	-$5.53K	﹤0.01%	218
2025 Q3	$252K	Buy	+2,310	New	+$236K	﹤0.01%	219
2019 Q3	–	Sell	-4,760	Closed	-$210K	–	214
2019 Q2	$210K	Buy	+4,760	New	+$224K	﹤0.01%	209
2017 Q1	–	Sell	-4,487	Closed	-$213K	–	206
2016 Q4	$213K	Buy	+4,487	New	+$202K	0.01%	202

Other funds holding BNY

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Douglas Lane & Associates's BNY Position: Q3 2026 in Review

Douglas Lane & Associates reduced its Bank of New York Mellon (BNY) stake by 8% in Q3 2026, selling an estimated $27.5K and leaving 2,024 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Douglas Lane & Associates first reported a position in BNY in Q4 2016 and has held it in 7 quarters since. The position peaked at $318K in Q2 2026. 202 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

Douglas Lane & Associates held 2,024 shares of Bank of New York Mellon worth $293K as of Q3 2026.
Douglas Lane & Associates sold 175 Bank of New York Mellon shares in Q3 2026, an estimated $27.5K.
Bank of New York Mellon made up ﹤0.01% of Douglas Lane & Associates's portfolio in Q3 2026, its #222 holding.
Douglas Lane & Associates first reported a position in Bank of New York Mellon in Q4 2016 and has held it in 7 quarters since.
Douglas Lane & Associates's Bank of New York Mellon position peaked at $318K in Q2 2026.
202 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Douglas Lane & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.