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

Interchange Capital 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	$458K	Buy	3,167 +241	+8%	+$33K	0.09%	218
2026 Q1	$255K	Sell	2,926 -1,412	-33%	-$168K	0.08%	229
2025 Q4	$504K	Sell	4,338 -364	-8%	-$40.3K	0.09%	198
2025 Q3	$512K	Buy	4,702 +789	+20%	+$80.5K	0.1%	179
2025 Q2	$356K	Buy	3,913 +287	+8%	+$24.4K	0.08%	195
2025 Q1	$304K	Buy	+3,626	New	+$305K	0.09%	200
2023 Q2	–	Sell	-5,955	Closed	-$268K	–	157
2023 Q1	$268K	Buy	5,955 +744	+14%	+$36.1K	0.15%	160
2022 Q4	$237K	Buy	+5,211	New	+$223K	0.24%	106
2021 Q1	–	Sell	-1,630	Closed	-$69K	–	327
2020 Q4	$69K	Buy	+1,630	New	+$62.6K	0.04%	354

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

Interchange Capital Partners's BNY Position: Q2 2026 in Review

Interchange Capital Partners increased its Bank of New York Mellon (BNY) stake by 8.2% in Q2 2026, buying an estimated $33K and bringing the position to 3,167 shares worth $458K. The position accounts for 0.09% of the portfolio, ranked #218.

Interchange Capital Partners first reported a position in BNY in Q4 2020 and has held it in 9 quarters since. The position peaked at $512K in Q3 2025. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Interchange Capital Partners held 3,167 shares of Bank of New York Mellon worth $458K as of Q2 2026.
Interchange Capital Partners bought 241 Bank of New York Mellon shares in Q2 2026, an estimated $33K.
Bank of New York Mellon made up 0.09% of Interchange Capital Partners's portfolio in Q2 2026, its #218 holding.
Interchange Capital Partners first reported a position in Bank of New York Mellon in Q4 2020 and has held it in 9 quarters since.
Interchange Capital Partners's Bank of New York Mellon position peaked at $512K in Q3 2025.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.