HIP
BNY

HUB Investment Partners’s Bank of New York Mellon BNY Stock Holding History

HUB Investment Partners’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 		$1.26M Buy
8,704
+524
+6% +$71.6K 0.02% 396
2026
Q1 		$970K Buy
8,180
+2,312
+39% +$275K 0.02% 373
2025
Q4 		$681K Buy
+5,868
New +$649K 0.02% 393
2025
Q3 		– Sell
-3,218
Closed -$293K – 859
2025
Q2 		$293K Buy
3,218
+145
+5% +$12.3K 0.01% 519
2025
Q1 		$258K Sell
3,073
-27
-0.9% -$2.27K 0.01% 487
2024
Q4 		$238K Buy
+3,100
New +$240K 0.01% 455

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

HUB Investment Partners's BNY Position: Q2 2026 in Review

HUB Investment Partners increased its Bank of New York Mellon (BNY) stake by 6.4% in Q2 2026, buying an estimated $71.6K and bringing the position to 8,704 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #396.

HUB Investment Partners first reported a position in BNY in Q4 2024 and has held it in 6 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • HUB Investment Partners held 8,704 shares of Bank of New York Mellon worth $1.26M as of Q2 2026.
  • HUB Investment Partners bought 524 Bank of New York Mellon shares in Q2 2026, an estimated $71.6K.
  • Bank of New York Mellon made up 0.02% of HUB Investment Partners's portfolio in Q2 2026, its #396 holding.
  • HUB Investment Partners first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 6 quarters since.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

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