GC
BNY

Grimes & Company’s Bank of New York Mellon BNY Stock Holding History

Grimes & Company’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 		$5.78M Buy
39,994
+2,695
+7% +$368K 0.13% 108
2026
Q1 		$4.42M Sell
37,299
-7,002
-16% -$833K 0.12% 118
2025
Q4 		$5.14M Buy
44,301
+9,123
+26% +$1.01M 0.12% 109
2025
Q3 		$3.83M Buy
35,178
+28,969
+467% +$2.95M 0.09% 128
2025
Q2 		$566K Buy
6,209
+196
+3% +$16.6K 0.02% 258
2025
Q1 		$504K Buy
6,013
+171
+3% +$14.4K 0.02% 241
2024
Q4 		$449K Buy
5,842
+55
+1% +$4.25K 0.01% 261
2024
Q3 		$416K Buy
5,787
+23
+0.4% +$1.51K 0.01% 251
2024
Q2 		$345K Sell
5,764
-37
-0.6% -$2.14K 0.01% 257
2024
Q1 		$334K Buy
+5,801
New +$319K 0.01% 258
2017
Q1 		– Sell
-5,053
Closed -$239K – 202
2016
Q4 		$239K Hold
5,053
– – 0.03% 178
2016
Q3 		$202K Sell
5,053
-900
-15% -$35.9K 0.03% 186
2016
Q2 		$231K Sell
5,953
-47
-0.8% -$1.87K 0.03% 182
2016
Q1 		$221K Hold
6,000
– – 0.03% 174
2015
Q4 		$247K Hold
6,000
– – 0.03% 168
2015
Q3 		$235K Buy
6,000
+94
+2% +$3.91K 0.03% 162
2015
Q2 		$248K Sell
5,906
-205
-3% -$8.73K 0.03% 164
2015
Q1 		$246K Buy
6,111
+902
+17% +$35.1K 0.06% 137
2014
Q4 		$211K Sell
5,209
-61
-1% -$2.39K 0.05% 147
2014
Q3 		$204K Buy
+5,270
New +$205K 0.05% 145

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Grimes & Company's BNY Position: Q2 2026 in Review

Grimes & Company increased its Bank of New York Mellon (BNY) stake by 7.2% in Q2 2026, buying an estimated $368K and bringing the position to 39,994 shares worth $5.78M. The position accounts for 0.13% of the portfolio, ranked #108.

Grimes & Company first reported a position in BNY in Q3 2014 and has held it in 20 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Grimes & Company held 39,994 shares of Bank of New York Mellon worth $5.78M as of Q2 2026.
  • Grimes & Company bought 2,695 Bank of New York Mellon shares in Q2 2026, an estimated $368K.
  • Bank of New York Mellon made up 0.13% of Grimes & Company's portfolio in Q2 2026, its #108 holding.
  • Grimes & Company first reported a position in Bank of New York Mellon in Q3 2014 and has held it in 20 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.