Hanlon Investment Management’s Bank of New York Mellon BNY Stock Holding History

Hanlon Investment Management’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	$1.34M	Sell	9,265 -354	-4%	-$48.4K	0.71%	32
2026 Q1	$1.14M	Sell	9,619 -163	-2%	-$19.4K	0.63%	36
2025 Q4	$1.14M	Buy	9,782 +387	+4%	+$42.8K	0.63%	40
2025 Q3	$1.02M	Buy	9,395 +642	+7%	+$65.5K	0.62%	47
2025 Q2	$797K	Buy	8,753 +147	+2%	+$12.5K	0.57%	59
2025 Q1	$722K	Sell	8,606 -409	-5%	-$34.4K	0.54%	59
2024 Q4	$693K	Buy	+9,015	New	+$697K	0.19%	83

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

Hanlon Investment Management's BNY Position: Q2 2026 in Review

Hanlon Investment Management reduced its Bank of New York Mellon (BNY) stake by 3.7% in Q2 2026, selling an estimated $48.4K and leaving 9,265 shares worth $1.34M. The position accounts for 0.71% of the portfolio, ranked #32.

Hanlon Investment Management first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Hanlon Investment Management held 9,265 shares of Bank of New York Mellon worth $1.34M as of Q2 2026.
Hanlon Investment Management sold 354 Bank of New York Mellon shares in Q2 2026, an estimated $48.4K.
Bank of New York Mellon made up 0.71% of Hanlon Investment Management's portfolio in Q2 2026, its #32 holding.
Hanlon Investment Management first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Hanlon Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.