Interchange Capital Partners
BNY icon

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
Q3 		$517K Buy
3,578
+411
+13% +$64.6K 0.09% 202
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Interchange Capital Partners's BNY Position: Q3 2026 in Review

Interchange Capital Partners increased its Bank of New York Mellon (BNY) stake by 13% in Q3 2026, buying an estimated $64.6K and bringing the position to 3,578 shares worth $517K. The position accounts for 0.09% of the portfolio, ranked #202.

Interchange Capital Partners first reported a position in BNY in Q4 2020 and has held it in 10 quarters since. 1,574 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • Interchange Capital Partners held 3,578 shares of Bank of New York Mellon worth $517K as of Q3 2026.
  • Interchange Capital Partners bought 411 Bank of New York Mellon shares in Q3 2026, an estimated $64.6K.
  • Bank of New York Mellon made up 0.09% of Interchange Capital Partners's portfolio in Q3 2026, its #202 holding.
  • Interchange Capital Partners first reported a position in Bank of New York Mellon in Q4 2020 and has held it in 10 quarters since.
  • 1,574 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Interchange Capital Partners's 13F filing for Q3 2026, filed 28 Oct 2026.