Family Management’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
Family Management's BNY Position: Q2 2026 in Review
Family Management reduced its Bank of New York Mellon (BNY) stake by 1.8% in Q2 2026, selling an estimated $63.2K and leaving 25,895 shares worth $3.74M. The position accounts for 0.38% of the portfolio, ranked #56.
Family Management first reported a position in BNY in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.35M in Q4 2025. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Family Management held 25,895 shares of Bank of New York Mellon worth $3.74M as of Q2 2026.
- Family Management sold 462 Bank of New York Mellon shares in Q2 2026, an estimated $63.2K.
- Bank of New York Mellon made up 0.38% of Family Management's portfolio in Q2 2026, its #56 holding.
- Family Management first reported a position in Bank of New York Mellon in Q3 2024 and has held it in 8 quarters since.
- Family Management's Bank of New York Mellon position peaked at $4.35M in Q4 2025.
- 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.