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

Douglass Winthrop 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	$4.62M	Sell	31,918 -425	-1%	-$58.1K	0.08%	84
2026 Q1	$3.84M	Buy	32,343 +400	+1%	+$47.6K	0.07%	88
2025 Q4	$3.71M	Hold	31,943	–	–	0.06%	86
2025 Q3	$3.48M	Hold	31,943	–	–	0.06%	91
2025 Q2	$2.91M	Hold	31,943	–	–	0.05%	95
2025 Q1	$2.68M	Sell	31,943 -67	-0.2%	-$5.63K	0.05%	96
2024 Q4	$2.46M	Hold	32,010	–	–	0.05%	98
2024 Q3	$2.3M	Hold	32,010	–	–	0.04%	100
2024 Q2	$1.92M	Buy	32,010 +67	+0.2%	+$3.88K	0.04%	102
2024 Q1	$1.84M	Buy	31,943 +566	+2%	+$31.2K	0.04%	106
2023 Q4	$1.63M	Hold	31,377	–	–	0.04%	101
2023 Q3	$1.34M	Sell	31,377 -3,600	-10%	-$160K	0.03%	107
2023 Q2	$1.56M	Sell	34,977 -177	-0.5%	-$7.59K	0.04%	101
2023 Q1	$1.6M	Hold	35,154	–	–	0.04%	101
2022 Q4	$1.6M	Buy	35,154 +2,200	+7%	+$94.4K	0.04%	107
2022 Q3	$1.27M	Hold	32,954	–	–	0.04%	110
2022 Q2	$1.38M	Hold	32,954	–	–	0.04%	114
2022 Q1	$1.64M	Hold	32,954	–	–	0.04%	116
2021 Q4	$1.91M	Hold	32,954	–	–	0.04%	111
2021 Q3	$1.71M	Buy	32,954 +13,000	+65%	+$676K	0.04%	115
2021 Q2	$1.02M	Hold	19,954	–	–	0.03%	135
2021 Q1	$944K	Buy	19,954 +7,334	+58%	+$323K	0.03%	138
2020 Q4	$536K	Hold	12,620	–	–	0.02%	183
2020 Q3	$433K	Buy	12,620 +377	+3%	+$13.7K	0.01%	188
2020 Q2	$473K	Hold	12,243	–	–	0.02%	168
2020 Q1	$412K	Sell	12,243 -5,163	-30%	-$217K	0.02%	170
2019 Q4	$876K	Buy	17,406 +1,509	+9%	+$72K	0.03%	135
2019 Q3	$719K	Hold	15,897	–	–	0.03%	145
2019 Q2	$702K	Sell	15,897 -900	-5%	-$42.3K	0.03%	150
2019 Q1	$847K	Hold	16,797	–	–	0.04%	120
2018 Q4	$791K	Sell	16,797 -200	-1%	-$9.71K	0.04%	131
2018 Q3	$867K	Sell	16,997 -3,286	-16%	-$173K	0.04%	126
2018 Q2	$1.09M	Sell	20,283 -1,300	-6%	-$71.7K	0.05%	142
2018 Q1	$1.11M	Buy	21,583 +873	+4%	+$48.6K	0.05%	139
2017 Q4	$1.11M	Sell	20,710 -1,500	-7%	-$79.9K	0.06%	118
2017 Q3	$1.18M	Sell	22,210 -656	-3%	-$34.4K	0.07%	115
2017 Q2	$1.17M	Sell	22,866 -1,546	-6%	-$73.9K	0.07%	111
2017 Q1	$1.15M	Buy	24,412 +4,000	+20%	+$187K	0.07%	112
2016 Q4	$967K	Hold	20,412	–	–	0.07%	118
2016 Q3	$814K	Sell	20,412 -254	-1%	-$10.1K	0.06%	126
2016 Q2	$803K	Hold	20,666	–	–	0.06%	129
2016 Q1	$761K	Sell	20,666 -15,176	-42%	-$550K	0.05%	128
2015 Q4	$1.48M	Buy	35,842 +4,056	+13%	+$170K	0.11%	102
2015 Q3	$1.24M	Sell	31,786 -1,135	-3%	-$47.2K	0.1%	103
2015 Q2	$1.32M	Hold	32,921	–	–	0.1%	105
2015 Q1	$1.32M	Buy	32,921 +7,516	+30%	+$293K	0.1%	105
2014 Q4	$1.03M	Buy	25,405 +307	+1%	+$12K	0.09%	95
2014 Q3	$972K	Sell	25,098 -145	-0.6%	-$5.64K	0.09%	95
2014 Q2	$946K	Buy	25,243 +48	+0.2%	+$1.66K	0.09%	96
2014 Q1	$889K	Sell	25,195 -2,264	-8%	-$74.8K	0.09%	94
2013 Q4	$959K	Buy	27,459 +2,264	+9%	+$73.7K	0.1%	86
2013 Q3	$761K	Sell	25,195 -1,600	-6%	-$49.1K	0.09%	88
2013 Q2	$752K	Buy	+26,795	New	+$769K	0.09%	89

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

Douglass Winthrop Advisors's BNY Position: Q2 2026 in Review

Douglass Winthrop Advisors reduced its Bank of New York Mellon (BNY) stake by 1.3% in Q2 2026, selling an estimated $58.1K and leaving 31,918 shares worth $4.62M. The position accounts for 0.08% of the portfolio, ranked #84.

Douglass Winthrop Advisors first reported a position in BNY in Q2 2013 and has held it in 53 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Douglass Winthrop Advisors held 31,918 shares of Bank of New York Mellon worth $4.62M as of Q2 2026.
Douglass Winthrop Advisors sold 425 Bank of New York Mellon shares in Q2 2026, an estimated $58.1K.
Bank of New York Mellon made up 0.08% of Douglass Winthrop Advisors's portfolio in Q2 2026, its #84 holding.
Douglass Winthrop Advisors first reported a position in Bank of New York Mellon in Q2 2013 and has held it in 53 quarters since.
1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.