IC
BNY

IEQ Capital’s Bank of New York Mellon BNY Stock Holding History

IEQ Capital’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 		$8.91M Buy
61,592
+5,568
+10% +$761K 0.04% 364
2026
Q1 		$6.65M Sell
56,024
-19,049
-25% -$2.27M 0.03% 440
2025
Q4 		$8.72M Buy
75,073
+30,384
+68% +$3.36M 0.03% 380
2025
Q3 		$4.87M Buy
44,689
+18,220
+69% +$1.86M 0.01% 492
2025
Q2 		$2.41M Sell
26,469
-15,424
-37% -$1.31M 0.01% 598
2025
Q1 		$3.51M Buy
41,893
+8,464
+25% +$711K 0.03% 426
2024
Q4 		$2.57M Buy
33,429
+3,696
+12% +$286K 0.02% 438
2024
Q3 		$2.14M Buy
29,733
+1,274
+4% +$83.8K 0.03% 363
2024
Q2 		$1.7M Buy
28,459
+2,865
+11% +$166K 0.02% 369
2024
Q1 		$1.47M Buy
25,594
+1,928
+8% +$106K 0.02% 375
2023
Q4 		$1.23M Buy
23,666
+8,520
+56% +$392K 0.02% 379
2023
Q3 		$646K Buy
15,146
+764
+5% +$34K 0.01% 492
2023
Q2 		$640K Sell
14,382
-4,667
-24% -$200K 0.01% 485
2023
Q1 		$866K Buy
19,049
+1,551
+9% +$75.2K 0.02% 424
2022
Q4 		$797K Buy
17,498
+3,933
+29% +$169K 0.02% 404
2022
Q3 		$523K Buy
13,565
+2,188
+19% +$93.3K 0.01% 517
2022
Q2 		$475K Sell
11,377
-4,411
-28% -$196K 0.01% 486
2022
Q1 		$784K Buy
15,788
+4,395
+39% +$250K 0.02% 386
2021
Q4 		$662K Buy
11,393
+483
+4% +$27.8K 0.02% 391
2021
Q3 		$565K Buy
10,910
+3,444
+46% +$179K 0.02% 397
2021
Q2 		$382K Buy
7,466
+2,025
+37% +$101K 0.01% 406
2021
Q1 		$257K Buy
+5,441
New +$239K 0.01% 402
2020
Q2 		– Sell
-6,856
Closed -$230K – 329
2020
Q1 		$230K Sell
6,856
-342
-5% -$14.4K 0.02% 316
2019
Q4 		$362K Buy
+7,198
New +$344K 0.03% 276

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

IEQ Capital's BNY Position: Q2 2026 in Review

IEQ Capital increased its Bank of New York Mellon (BNY) stake by 9.9% in Q2 2026, buying an estimated $761K and bringing the position to 61,592 shares worth $8.91M. The position accounts for 0.04% of the portfolio, ranked #364.

IEQ Capital first reported a position in BNY in Q4 2019 and has held it in 24 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • IEQ Capital held 61,592 shares of Bank of New York Mellon worth $8.91M as of Q2 2026.
  • IEQ Capital bought 5,568 Bank of New York Mellon shares in Q2 2026, an estimated $761K.
  • Bank of New York Mellon made up 0.04% of IEQ Capital's portfolio in Q2 2026, its #364 holding.
  • IEQ Capital first reported a position in Bank of New York Mellon in Q4 2019 and has held it in 24 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.