HI
BNY

Harbour Investments’s Bank of New York Mellon BNY Stock Holding History

Harbour Investments’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 		$618K Buy
4,276
+222
+5% +$30.4K 0.01% 1025
2026
Q1 		$481K Buy
4,054
+1,953
+93% +$232K 0.01% 1079
2025
Q4 		$244K Buy
2,101
+161
+8% +$17.8K ﹤0.01% 1188
2025
Q3 		$211K Buy
1,940
+169
+10% +$17.2K ﹤0.01% 1202
2025
Q2 		$161K Buy
1,771
+144
+9% +$12.2K ﹤0.01% 1270
2025
Q1 		$136K Buy
1,627
+395
+32% +$33.2K ﹤0.01% 1277
2024
Q4 		$94.7K Buy
1,232
+115
+10% +$8.89K ﹤0.01% 1384
2024
Q3 		$80.3K Buy
1,117
+192
+21% +$12.6K ﹤0.01% 1436
2024
Q2 		$55.4K Sell
925
-819
-47% -$47.4K ﹤0.01% 1511
2024
Q1 		$100K Sell
1,744
-2,457
-58% -$135K ﹤0.01% 1213
2023
Q4 		$219K Buy
4,201
+81
+2% +$3.73K 0.01% 831
2023
Q3 		$176K Sell
4,120
-716
-15% -$31.9K 0.01% 830
2023
Q2 		$215K Buy
4,836
+93
+2% +$3.99K 0.01% 769
2023
Q1 		$216K Sell
4,743
-395
-8% -$19.2K 0.01% 748
2022
Q4 		$234K Buy
5,138
+1,855
+57% +$79.6K 0.01% 686
2022
Q3 		$137K Hold
3,283
– – 0.01% 842
2022
Q2 		$137K Buy
+3,283
New +$146K 0.01% 842
2021
Q4 		$125K Sell
2,144
-2,810
-57% -$162K 0.01% 879
2021
Q3 		$257K Sell
4,954
-79
-2% -$4.11K 0.01% 901
2021
Q2 		$258K Buy
5,033
+525
+12% +$26.3K 0.01% 924
2021
Q1 		$213K Buy
+4,508
New +$198K 0.01% 932

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

Harbour Investments's BNY Position: Q2 2026 in Review

Harbour Investments increased its Bank of New York Mellon (BNY) stake by 5.5% in Q2 2026, buying an estimated $30.4K and bringing the position to 4,276 shares worth $618K. The position accounts for 0.01% of the portfolio, ranked #1025.

Harbour Investments first reported a position in BNY in Q1 2021 and has held it in 21 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Harbour Investments held 4,276 shares of Bank of New York Mellon worth $618K as of Q2 2026.
  • Harbour Investments bought 222 Bank of New York Mellon shares in Q2 2026, an estimated $30.4K.
  • Bank of New York Mellon made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1025 holding.
  • Harbour Investments first reported a position in Bank of New York Mellon in Q1 2021 and has held it in 21 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.