Investors Research Corp’s Bank of New York Mellon BNY Stock Holding History

Investors Research Corp’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	$274K	Sell	1,894 -32	-2%	-$4.38K	0.05%	235
2026 Q1	$228K	Buy	1,926 +32	+2%	+$3.81K	0.04%	250
2025 Q4	$220K	Hold	1,894	–	–	0.04%	283
2025 Q3	$206K	Hold	1,894	–	–	0.04%	296
2025 Q2	$173K	Hold	1,894	–	–	0.03%	318
2025 Q1	$159K	Hold	1,894	–	–	0.03%	327
2024 Q4	$146K	Hold	1,894	–	–	0.03%	341
2024 Q3	$136K	Sell	1,894 -735	-28%	-$48.3K	0.03%	353
2024 Q2	$157K	Hold	2,629	–	–	0.04%	340
2024 Q1	$151K	Hold	2,629	–	–	0.04%	356
2023 Q4	$137K	Hold	2,629	–	–	0.03%	378
2023 Q3	$112K	Hold	2,629	–	–	0.03%	392
2023 Q2	$117K	Hold	2,629	–	–	0.03%	390
2023 Q1	$119K	Hold	2,629	–	–	0.03%	393
2022 Q4	$120K	Hold	2,629	–	–	0.03%	390
2022 Q3	$101K	Hold	2,629	–	–	0.03%	396
2022 Q2	$110K	Hold	2,629	–	–	0.03%	397
2022 Q1	$130K	Hold	2,629	–	–	0.04%	373
2021 Q4	$153K	Hold	2,629	–	–	0.05%	344
2021 Q3	$136K	Hold	2,629	–	–	0.05%	357
2021 Q2	$135K	Hold	2,629	–	–	0.05%	340
2021 Q1	$124K	Hold	2,629	–	–	0.05%	359
2020 Q4	$112K	Hold	2,629	–	–	0.04%	395
2020 Q3	$90K	Hold	2,629	–	–	0.04%	404
2020 Q2	$102K	Hold	2,629	–	–	0.05%	355
2020 Q1	$89K	Hold	2,629	–	–	0.06%	344
2019 Q4	$132K	Hold	2,629	–	–	0.06%	352
2019 Q3	$119K	Hold	2,629	–	–	0.06%	360
2019 Q2	$116K	Buy	2,629 +300	+13%	+$14.1K	0.06%	349
2019 Q1	$117K	Buy	+2,329	New	+$120K	0.06%	355

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

Investors Research Corp's BNY Position: Q2 2026 in Review

Investors Research Corp reduced its Bank of New York Mellon (BNY) stake by 1.7% in Q2 2026, selling an estimated $4.38K and leaving 1,894 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #235.

Investors Research Corp first reported a position in BNY in Q1 2019 and has held it in 30 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Investors Research Corp held 1,894 shares of Bank of New York Mellon worth $274K as of Q2 2026.
Investors Research Corp sold 32 Bank of New York Mellon shares in Q2 2026, an estimated $4.38K.
Bank of New York Mellon made up 0.05% of Investors Research Corp's portfolio in Q2 2026, its #235 holding.
Investors Research Corp first reported a position in Bank of New York Mellon in Q1 2019 and has held it in 30 quarters since.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.