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

Interval 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
2025
Q2 		– Sell
-31,900
Closed -$2.68M – 370
2025
Q1 		$2.68M Buy
+31,900
New +$2.68M 0.06% 245
2020
Q4 		– Sell
-78,400
Closed -$2.69M – 235
2020
Q3 		$2.69M Buy
+78,400
New +$2.85M 0.15% 143

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

Interval Partners's BNY Position: Q2 2026 in Review

Interval Partners reduced its Bank of New York Mellon (BNY) stake by 64% in Q2 2026, selling an estimated $22.5M and leaving 91,124 shares worth $13.2M. The position accounts for 0.34% of the portfolio, ranked #87.

Interval Partners first reported a position in BNY in Q4 2014 and has held it in 27 quarters since. The position peaked at $33M in Q4 2025. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Interval Partners held 91,124 shares of Bank of New York Mellon worth $13.2M as of Q2 2026.
  • Interval Partners sold 164,708 Bank of New York Mellon shares in Q2 2026, an estimated $22.5M.
  • Bank of New York Mellon made up 0.34% of Interval Partners's portfolio in Q2 2026, its #87 holding.
  • Interval Partners first reported a position in Bank of New York Mellon in Q4 2014 and has held it in 27 quarters since.
  • Interval Partners's Bank of New York Mellon position peaked at $33M in Q4 2025.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Interval Partners's 13F filing for Q2 2026, filed 14 Aug 2026.