Fairview Capital Investment Management’s Bank of New York Mellon BNY Stock Holding History

Fairview Capital Investment Management’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	$485K	Buy	3,353 +139	+4%	+$19K	0.03%	138
2026 Q1	$381K	Hold	3,214	–	–	0.02%	146
2025 Q4	$373K	Buy	3,214 +7	+0.2%	+$775	0.02%	135
2025 Q3	$349K	Hold	3,207	–	–	0.02%	135
2025 Q2	$292K	Hold	3,207	–	–	0.02%	137
2025 Q1	$269K	Sell	3,207 -100	-3%	-$8.4K	0.01%	144
2024 Q4	$254K	Hold	3,307	–	–	0.01%	148
2024 Q3	$238K	Buy	+3,307	New	+$218K	0.01%	146
2019 Q2	–	Sell	-5,282	Closed	-$266K	–	145
2019 Q1	$266K	Sell	5,282 -112	-2%	-$5.77K	0.01%	128
2018 Q4	$253K	Hold	5,394	–	–	0.02%	125
2018 Q3	$275K	Hold	5,394	–	–	0.02%	124
2018 Q2	$291K	Buy	5,394 +1,244	+30%	+$68.6K	0.02%	111
2018 Q1	$213K	Hold	4,150	–	–	0.01%	125
2017 Q4	$224K	Hold	4,150	–	–	0.01%	113
2017 Q3	$220K	Buy	+4,150	New	+$218K	0.01%	108

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

Fairview Capital Investment Management's BNY Position: Q2 2026 in Review

Fairview Capital Investment Management increased its Bank of New York Mellon (BNY) stake by 4.3% in Q2 2026, buying an estimated $19K and bringing the position to 3,353 shares worth $485K. The position accounts for 0.03% of the portfolio, ranked #138.

Fairview Capital Investment Management first reported a position in BNY in Q3 2017 and has held it in 15 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Fairview Capital Investment Management held 3,353 shares of Bank of New York Mellon worth $485K as of Q2 2026.
Fairview Capital Investment Management bought 139 Bank of New York Mellon shares in Q2 2026, an estimated $19K.
Bank of New York Mellon made up 0.03% of Fairview Capital Investment Management's portfolio in Q2 2026, its #138 holding.
Fairview Capital Investment Management first reported a position in Bank of New York Mellon in Q3 2017 and has held it in 15 quarters since.
1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Fairview Capital Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.