Invariant Investment Management’s Bank of New York Mellon BNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$692K Buy
4,616
+18
+0.4% +$2.46K 0.41% 37
2026
Q1
$591K Buy
4,598
+21
+0.5% +$2.5K 0.36% 36
2025
Q4
$545K Buy
+4,577
New +$506K 0.35% 40

Other funds holding BNY

Invariant Investment Management's BNY Position: Q2 2026 in Review

Invariant Investment Management increased its Bank of New York Mellon (BNY) stake by 0.39% in Q2 2026, buying an estimated $2.46K and bringing the position to 4,616 shares worth $692K. The position accounts for 0.41% of the portfolio, ranked #37.

Invariant Investment Management first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Invariant Investment Management held 4,616 shares of Bank of New York Mellon worth $692K as of Q2 2026.
  • Invariant Investment Management bought 18 Bank of New York Mellon shares in Q2 2026, an estimated $2.46K.
  • Bank of New York Mellon made up 0.41% of Invariant Investment Management's portfolio in Q2 2026, its #37 holding.
  • Invariant Investment Management first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Invariant Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.