Great Diamond Partners’s Bank of New York Mellon BNY Stock Holding History

Great Diamond Partners’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	$4.2M	Buy	29,033 +481	+2%	+$65.8K	0.72%	35
2026 Q1	$3.39M	Buy	28,552 +1,723	+6%	+$205K	0.65%	42
2025 Q4	$3.11M	Buy	26,829 +1,152	+4%	+$127K	0.6%	41
2025 Q3	$2.8M	Buy	25,677 +774	+3%	+$78.9K	0.54%	46
2025 Q2	$2.27M	Buy	+24,903	New	+$2.11M	0.48%	59
2024 Q2	–	Sell	-3,482	Closed	-$201K	–	214
2024 Q1	$201K	Buy	+3,482	New	+$192K	0.05%	218
2020 Q1	–	Sell	-4,154	Closed	-$209K	–	174
2019 Q4	$209K	Buy	+4,154	New	+$198K	0.08%	148

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

Great Diamond Partners's BNY Position: Q2 2026 in Review

Great Diamond Partners increased its Bank of New York Mellon (BNY) stake by 1.7% in Q2 2026, buying an estimated $65.8K and bringing the position to 29,033 shares worth $4.2M. The position accounts for 0.72% of the portfolio, ranked #35.

Great Diamond Partners first reported a position in BNY in Q4 2019 and has held it in 7 quarters since. 1,881 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Great Diamond Partners held 29,033 shares of Bank of New York Mellon worth $4.2M as of Q2 2026.
Great Diamond Partners bought 481 Bank of New York Mellon shares in Q2 2026, an estimated $65.8K.
Bank of New York Mellon made up 0.72% of Great Diamond Partners's portfolio in Q2 2026, its #35 holding.
Great Diamond Partners first reported a position in Bank of New York Mellon in Q4 2019 and has held it in 7 quarters since.
1,881 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.