Gilbert & Cook’s Bank of New York Mellon BNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.35M Buy
9,357
+74
+0.8% +$10.1K 0.16% 59
2026
Q1
$1.1M Buy
9,283
+78
+0.8% +$9.28K 0.14% 66
2025
Q4
$1.07M Buy
9,205
+100
+1% +$11.1K 0.13% 70
2025
Q3
$992K Buy
9,105
+184
+2% +$18.8K 0.13% 73
2025
Q2
$813K Buy
8,921
+136
+2% +$11.5K 0.11% 89
2025
Q1
$737K Buy
8,785
+198
+2% +$16.6K 0.11% 94
2024
Q4
$660K Buy
8,587
+87
+1% +$6.72K 0.09% 108
2024
Q3
$611K Sell
8,500
-34
-0.4% -$2.24K 0.08% 110
2024
Q2
$511K Sell
8,534
-788
-8% -$45.6K 0.07% 124
2024
Q1
$537K Sell
9,322
-39
-0.4% -$2.15K 0.07% 132
2023
Q4
$487K Buy
9,361
+419
+5% +$19.3K 0.07% 137
2023
Q3
$381K Buy
8,942
+801
+10% +$35.7K 0.06% 157
2023
Q2
$362K Buy
8,141
+618
+8% +$26.5K 0.06% 148
2023
Q1
$342K Buy
7,523
+61
+0.8% +$2.96K 0.06% 154
2022
Q4
$340K Buy
7,462
+126
+2% +$5.4K 0.06% 154
2022
Q3
$308K Buy
7,336
+142
+2% +$6.05K 0.07% 158
2022
Q2
$300K Buy
7,194
+382
+6% +$17K 0.05% 158
2022
Q1
$338K Buy
6,812
+331
+5% +$18.8K 0.05% 160
2021
Q4
$376K Buy
+6,481
New +$373K 0.06% 149

Other funds holding BNY

Gilbert & Cook's BNY Position: Q2 2026 in Review

Gilbert & Cook increased its Bank of New York Mellon (BNY) stake by 0.8% in Q2 2026, buying an estimated $10.1K and bringing the position to 9,357 shares worth $1.35M. The position accounts for 0.16% of the portfolio, ranked #59.

Gilbert & Cook first reported a position in BNY in Q4 2021 and has held it in 19 quarters since. 1,870 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Gilbert & Cook held 9,357 shares of Bank of New York Mellon worth $1.35M as of Q2 2026.
  • Gilbert & Cook bought 74 Bank of New York Mellon shares in Q2 2026, an estimated $10.1K.
  • Bank of New York Mellon made up 0.16% of Gilbert & Cook's portfolio in Q2 2026, its #59 holding.
  • Gilbert & Cook first reported a position in Bank of New York Mellon in Q4 2021 and has held it in 19 quarters since.
  • 1,870 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.