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

Hendershot 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	$1.14M	Hold	7,874	–	–	0.15%	53
2026 Q1	$934K	Hold	7,874	–	–	0.13%	62
2025 Q4	$914K	Hold	7,874	–	–	0.12%	60
2025 Q3	$858K	Hold	7,874	–	–	0.11%	64
2025 Q2	$717K	Hold	7,874	–	–	0.1%	72
2025 Q1	$660K	Hold	7,874	–	–	0.09%	75
2024 Q4	$605K	Hold	7,874	–	–	0.08%	78
2024 Q3	$566K	Hold	7,874	–	–	0.08%	83
2024 Q2	$472K	Hold	7,874	–	–	0.07%	88
2024 Q1	$454K	Hold	7,874	–	–	0.06%	88
2023 Q4	$410K	Hold	7,874	–	–	0.06%	94
2023 Q3	$336K	Sell	7,874 -200	-2%	-$8.91K	0.06%	98
2023 Q2	$359K	Hold	8,074	–	–	0.06%	99
2023 Q1	$367K	Hold	8,074	–	–	0.06%	100
2022 Q4	$368K	Hold	8,074	–	–	0.06%	106
2022 Q3	$311K	Hold	8,074	–	–	0.06%	108
2022 Q2	$337K	Hold	8,074	–	–	0.06%	107
2022 Q1	$401K	Hold	8,074	–	–	0.06%	108
2021 Q4	$469K	Hold	8,074	–	–	0.07%	103
2021 Q3	$419K	Hold	8,074	–	–	0.08%	71
2021 Q2	$414K	Sell	8,074 -400	-5%	-$20K	0.09%	64
2021 Q1	$401K	Hold	8,474	–	–	0.09%	62
2020 Q4	$360K	Hold	8,474	–	–	0.09%	65
2020 Q3	$291K	Buy	8,474 +200	+2%	+$7.28K	0.08%	63
2020 Q2	$320K	Hold	8,274	–	–	0.1%	57
2020 Q1	$279K	Hold	8,274	–	–	0.1%	57
2019 Q4	$416K	Buy	8,274 +1,000	+14%	+$47.7K	0.12%	55
2019 Q3	$329K	Hold	7,274	–	–	0.11%	55
2019 Q2	$321K	Hold	7,274	–	–	0.11%	54
2019 Q1	$367K	Buy	+7,274	New	+$375K	0.13%	53

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

Hendershot Investments's BNY Position: Q2 2026 in Review

Hendershot Investments held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 7,874 shares worth $1.14M. The position accounts for 0.15% of the portfolio, ranked #53.

Hendershot Investments first reported a position in BNY in Q1 2019 and has held it in 30 quarters since. 1,881 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Hendershot Investments held 7,874 shares of Bank of New York Mellon worth $1.14M as of Q2 2026.
Hendershot Investments left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up 0.15% of Hendershot Investments's portfolio in Q2 2026, its #53 holding.
Hendershot Investments first reported a position in Bank of New York Mellon in Q1 2019 and has held it in 30 quarters since.
1,881 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

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