HIM
BNY

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

Hillsdale 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 		– Sell
-11,200
Closed -$1.33M – 663
2026
Q1 		$1.33M Buy
11,200
+1,700
+18% +$202K 0.04% 332
2025
Q4 		$1.1M Buy
9,500
+100
+1% +$11.1K 0.03% 348
2025
Q3 		$1.02M Buy
9,400
+500
+6% +$51K 0.03% 347
2025
Q2 		$811K Sell
8,900
-100
-1% -$8.49K 0.03% 335
2025
Q1 		$755K Buy
+9,000
New +$756K 0.04% 290
2024
Q2 		– Sell
-10,300
Closed -$593K – 583
2024
Q1 		$593K Buy
+10,300
New +$567K 0.05% 287
2023
Q4 		– Sell
-8,820
Closed -$376K – 572
2023
Q3 		$376K Buy
8,820
+600
+7% +$26.7K 0.03% 323
2023
Q2 		$366K Hold
8,220
– – 0.03% 306
2023
Q1 		$374K Buy
+8,220
New +$399K 0.03% 388

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 $3.38T AUM 44.17% 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

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

Hillsdale Investment Management sold out of Bank of New York Mellon (BNY) in Q2 2026, closing a stake of 11,200 shares — an estimated $1.33M sold.

Hillsdale Investment Management first reported a position in BNY in Q1 2023 and held it in 9 quarters. The position peaked at $1.33M in Q1 2026. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Hillsdale Investment Management reported no remaining Bank of New York Mellon position as of Q2 2026 after selling out during the quarter.
  • Hillsdale Investment Management sold 11,200 Bank of New York Mellon shares in Q2 2026, an estimated $1.33M.
  • Hillsdale Investment Management first reported a position in Bank of New York Mellon in Q1 2023 and held it in 9 quarters.
  • Hillsdale Investment Management's Bank of New York Mellon position peaked at $1.33M in Q1 2026.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.