EF
BNY

Empirical Finance’s Bank of New York Mellon BNY Stock Holding History

Empirical Finance’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 		$3.78M Buy
26,113
+779
+3% +$107K 0.16% 117
2026
Q1 		$3.01M Sell
25,334
-59
-0.2% -$7.02K 0.14% 132
2025
Q4 		$2.95M Sell
25,393
-1,129
-4% -$125K 0.14% 125
2025
Q3 		$2.89M Buy
26,522
+227
+0.9% +$23.2K 0.14% 140
2025
Q2 		$2.4M Buy
26,295
+159
+0.6% +$13.5K 0.13% 154
2025
Q1 		$2.19M Buy
26,136
+470
+2% +$39.5K 0.13% 149
2024
Q4 		$1.97M Sell
25,666
-374
-1% -$28.9K 0.11% 157
2024
Q3 		$1.87M Buy
26,040
+589
+2% +$38.7K 0.11% 165
2024
Q2 		$1.52M Sell
25,451
-1,616
-6% -$93.5K 0.1% 177
2024
Q1 		$1.56M Buy
27,067
+933
+4% +$51.4K 0.1% 196
2023
Q4 		$1.36M Buy
26,134
+192
+0.7% +$8.84K 0.09% 195
2023
Q3 		$1.11M Buy
25,942
+2,039
+9% +$90.8K 0.08% 223
2023
Q2 		$1.06M Buy
23,903
+2,487
+12% +$107K 0.08% 223
2023
Q1 		$973K Buy
21,416
+854
+4% +$41.4K 0.09% 216
2022
Q4 		$936K Buy
20,562
+1,522
+8% +$65.3K 0.1% 214
2022
Q3 		$733K Buy
19,040
+2,944
+18% +$126K 0.09% 221
2022
Q2 		$671K Buy
16,096
+681
+4% +$30.3K 0.09% 218
2022
Q1 		$765K Buy
15,415
+1,489
+11% +$84.7K 0.09% 221
2021
Q4 		$809K Buy
13,926
+3,493
+33% +$201K 0.1% 192
2021
Q3 		$541K Buy
10,433
+571
+6% +$29.7K 0.08% 248
2021
Q2 		$505K Buy
9,862
+1,319
+15% +$66K 0.08% 240
2021
Q1 		$363K Hold
8,543
– – 0.06% 233
2020
Q4 		$363K Buy
8,543
+1,366
+19% +$52.5K 0.06% 233
2020
Q3 		$246K Buy
7,177
+1,280
+22% +$46.6K 0.05% 246
2020
Q2 		$228K Buy
+5,897
New +$216K 0.06% 222
2017
Q1 		– Sell
-500
Closed -$24K – 146
2016
Q4 		$24K Buy
+500
New +$22.6K 0.02% 177

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

Empirical Finance's BNY Position: Q2 2026 in Review

Empirical Finance increased its Bank of New York Mellon (BNY) stake by 3.1% in Q2 2026, buying an estimated $107K and bringing the position to 26,113 shares worth $3.78M. The position accounts for 0.16% of the portfolio, ranked #117.

Empirical Finance first reported a position in BNY in Q4 2016 and has held it in 26 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Empirical Finance held 26,113 shares of Bank of New York Mellon worth $3.78M as of Q2 2026.
  • Empirical Finance bought 779 Bank of New York Mellon shares in Q2 2026, an estimated $107K.
  • Bank of New York Mellon made up 0.16% of Empirical Finance's portfolio in Q2 2026, its #117 holding.
  • Empirical Finance first reported a position in Bank of New York Mellon in Q4 2016 and has held it in 26 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.