GC
BNY

Gould Capital’s Bank of New York Mellon BNY Stock Holding History

Gould Capital’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
Q1 		– Sell
-1,559
Closed -$181K – 206
2025
Q4 		$181K Sell
1,559
-177
-10% -$19.6K 0.11% 51
2025
Q3 		$189K Sell
1,736
-299
-15% -$30.5K 0.12% 52
2025
Q2 		$185K Sell
2,035
-339
-14% -$28.8K 0.12% 50
2025
Q1 		$199K Sell
2,374
-36,879
-94% -$3.1M 0.14% 51
2024
Q4 		$3.02M Sell
39,253
-12,511
-24% -$967K 2.1% 17
2024
Q3 		$3.72M Sell
51,764
-2,601
-5% -$171K 2.45% 13
2024
Q2 		$3.26M Sell
54,365
-1,032
-2% -$59.7K 2.3% 13
2024
Q1 		$3.19M Sell
55,397
-3,782
-6% -$208K 2.25% 15
2023
Q4 		$3.08M Buy
59,179
+299
+0.5% +$13.8K 2.25% 16
2023
Q3 		$2.48M Buy
58,880
+113
+0.2% +$5.03K 2% 22
2023
Q2 		$2.62M Buy
58,767
+292
+0.5% +$12.5K 2% 21
2023
Q1 		$2.66M Buy
58,475
+2,701
+5% +$131K 2.05% 21
2022
Q4 		$2.54M Buy
55,774
+107
+0.2% +$4.59K 2.03% 20
2022
Q3 		$2.14M Buy
55,667
+1,289
+2% +$55K 1.85% 22
2022
Q2 		$2.27M Buy
54,378
+2,406
+5% +$107K 1.82% 23
2022
Q1 		$2.58M Sell
51,972
-11,713
-18% -$666K 1.85% 24
2021
Q4 		$3.7M Buy
+63,685
New +$3.66M 2.59% 11

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gould Capital's BNY Position: Q1 2026 in Review

Gould Capital sold out of Bank of New York Mellon (BNY) in Q1 2026, closing a stake of 1,559 shares — an estimated $181K sold.

Gould Capital first reported a position in BNY in Q4 2021 and held it in 17 quarters. The position peaked at $3.72M in Q3 2024. 1,762 funds tracked by Wall St. Rank hold BNY as of Q1 2026.

  • Gould Capital reported no remaining Bank of New York Mellon position as of Q1 2026 after selling out during the quarter.
  • Gould Capital sold 1,559 Bank of New York Mellon shares in Q1 2026, an estimated $181K.
  • Gould Capital first reported a position in Bank of New York Mellon in Q4 2021 and held it in 17 quarters.
  • Gould Capital's Bank of New York Mellon position peaked at $3.72M in Q3 2024.
  • 1,762 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2026.

Based on Gould Capital's 13F filing for Q1 2026, filed 18 May 2026.