DLA
BNY

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
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

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

Douglas Lane & Associates's BNY Position: Q2 2026 in Review

Douglas Lane & Associates reduced its Bank of New York Mellon (BNY) stake by 1.2% in Q2 2026, selling an estimated $3.69K and leaving 2,199 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Douglas Lane & Associates first reported a position in BNY in Q4 2016 and has held it in 6 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Douglas Lane & Associates held 2,199 shares of Bank of New York Mellon worth $318K as of Q2 2026.
  • Douglas Lane & Associates sold 27 Bank of New York Mellon shares in Q2 2026, an estimated $3.69K.
  • Bank of New York Mellon made up ﹤0.01% of Douglas Lane & Associates's portfolio in Q2 2026, its #221 holding.
  • Douglas Lane & Associates first reported a position in Bank of New York Mellon in Q4 2016 and has held it in 6 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.