InceptionR’s Bank of New York Mellon BNY Stock Holding History

InceptionR’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	$1.08M	Buy	7,481 +1,487	+25%	+$203K	0.27%	106
2026 Q1	$711K	Buy	5,994 +299	+5%	+$35.6K	0.17%	201
2025 Q4	$661K	Sell	5,695 -9,500	-63%	-$1.05M	0.18%	204
2025 Q3	$1.66M	Sell	15,195 -7,617	-33%	-$777K	0.4%	28
2025 Q2	$2.08M	Buy	+22,812	New	+$1.94M	0.48%	21
2025 Q1	–	Sell	-9,627	Closed	-$740K	–	562
2024 Q4	$740K	Buy	+9,627	New	+$744K	0.17%	233
2024 Q3	–	Sell	-26,229	Closed	-$1.57M	–	646
2024 Q2	$1.57M	Buy	+26,229	New	+$1.52M	0.44%	19
2023 Q1	–	Sell	-20,846	Closed	-$949K	–	436
2022 Q4	$949K	Buy	+20,846	New	+$894K	0.5%	38

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

InceptionR's BNY Position: Q2 2026 in Review

InceptionR increased its Bank of New York Mellon (BNY) stake by 25% in Q2 2026, buying an estimated $203K and bringing the position to 7,481 shares worth $1.08M. The position accounts for 0.27% of the portfolio, ranked #106.

InceptionR first reported a position in BNY in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.08M in Q2 2025. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

InceptionR held 7,481 shares of Bank of New York Mellon worth $1.08M as of Q2 2026.
InceptionR bought 1,487 Bank of New York Mellon shares in Q2 2026, an estimated $203K.
Bank of New York Mellon made up 0.27% of InceptionR's portfolio in Q2 2026, its #106 holding.
InceptionR first reported a position in Bank of New York Mellon in Q4 2022 and has held it in 8 quarters since.
InceptionR's Bank of New York Mellon position peaked at $2.08M in Q2 2025.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

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