Harel Insurance Investments & Financial Services’s Bank of New York Mellon BNY Stock Holding History

Harel Insurance Investments & Financial Services’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	$130K	Sell	900 -1,689	-65%	-$231K	﹤0.01%	374
2026 Q1	$307K	Buy	2,589 +1,189	+85%	+$141K	﹤0.01%	260
2025 Q4	$163K	Sell	1,400 -1,211	-46%	-$134K	﹤0.01%	289
2025 Q3	$284K	Buy	+2,611	New	+$266K	﹤0.01%	264
2025 Q2	–	Sell	-3,735	Closed	-$313K	–	436
2025 Q1	$313K	Sell	3,735 -716	-16%	-$60.2K	﹤0.01%	244
2024 Q4	$342K	Buy	+4,451	New	+$344K	0.01%	176
2024 Q3	–	Sell	-1,806	Closed	-$108K	–	499
2024 Q2	$108K	Buy	+1,806	New	+$105K	﹤0.01%	300
2022 Q3	–	Sell	-2,300	Closed	-$96K	–	702
2022 Q2	$96K	Hold	2,300	–	–	﹤0.01%	410
2022 Q1	$114K	Sell	2,300 -10,270	-82%	-$584K	﹤0.01%	438
2021 Q4	$728K	Hold	12,570	–	–	0.01%	205
2021 Q3	$652K	Sell	12,570 -12,441	-50%	-$647K	0.02%	205
2021 Q2	$4.18M	Buy	25,011 +11,761	+89%	+$588K	0.09%	110
2021 Q1	$2.09M	Buy	13,250 +12,839	+3,124%	+$565K	0.04%	233
2020 Q4	$18K	Buy	+411	New	+$15.8K	﹤0.01%	672
2020 Q2	–	Sell	-411	Closed	-$14K	–	512
2020 Q1	$14K	Hold	411	–	–	﹤0.01%	375
2019 Q4	$21K	Hold	411	–	–	﹤0.01%	411
2019 Q3	$18K	Hold	411	–	–	﹤0.01%	395
2019 Q2	$18K	Buy	+411	New	+$19.3K	﹤0.01%	386
2016 Q3	–	Sell	-2,600	Closed	-$101K	–	491
2016 Q2	$101K	Buy	+2,600	New	+$103K	0.01%	240

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 $3.38T AUM 44.17% 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

Harel Insurance Investments & Financial Services's BNY Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services reduced its Bank of New York Mellon (BNY) stake by 65% in Q2 2026, selling an estimated $231K and leaving 900 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Harel Insurance Investments & Financial Services first reported a position in BNY in Q2 2016 and has held it in 19 quarters since. The position peaked at $4.18M in Q2 2021. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Harel Insurance Investments & Financial Services held 900 shares of Bank of New York Mellon worth $130K as of Q2 2026.
Harel Insurance Investments & Financial Services sold 1,689 Bank of New York Mellon shares in Q2 2026, an estimated $231K.
Bank of New York Mellon made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #374 holding.
Harel Insurance Investments & Financial Services first reported a position in Bank of New York Mellon in Q2 2016 and has held it in 19 quarters since.
Harel Insurance Investments & Financial Services's Bank of New York Mellon position peaked at $4.18M in Q2 2021.
1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.