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

Ironwood Investment Management’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	$701K	Hold	4,847	–	–	0.24%	107
2026 Q1	$575K	Hold	4,847	–	–	0.24%	110
2025 Q4	$563K	Hold	4,847	–	–	0.24%	107
2025 Q3	$528K	Hold	4,847	–	–	0.23%	113
2025 Q2	$442K	Hold	4,847	–	–	0.21%	112
2025 Q1	$407K	Hold	4,847	–	–	0.22%	109
2024 Q4	$372K	Hold	4,847	–	–	0.19%	120
2024 Q3	$348K	Hold	4,847	–	–	0.17%	127
2024 Q2	$290K	Hold	4,847	–	–	0.16%	129
2024 Q1	$279K	Hold	4,847	–	–	0.14%	138
2023 Q4	$252K	Hold	4,847	–	–	0.13%	135
2023 Q3	$207K	Hold	4,847	–	–	0.13%	141
2023 Q2	$216K	Hold	4,847	–	–	0.12%	145
2023 Q1	$220K	Hold	4,847	–	–	0.14%	137
2022 Q4	$221K	Buy	+4,847	New	+$208K	0.15%	136
2022 Q3	–	Sell	-4,847	Closed	-$202K	–	168
2022 Q2	$202K	Hold	4,847	–	–	0.14%	146
2022 Q1	$241K	Hold	4,847	–	–	0.13%	148
2021 Q4	$282K	Hold	4,847	–	–	0.14%	148
2021 Q3	$251K	Hold	4,847	–	–	0.13%	157
2021 Q2	$248K	Hold	4,847	–	–	0.13%	163
2021 Q1	$229K	Hold	4,847	–	–	0.12%	160
2020 Q4	$206K	Buy	+4,847	New	+$186K	0.12%	153
2020 Q1	–	Sell	-4,597	Closed	-$231K	–	158
2019 Q4	$231K	Sell	4,597 -68	-1%	-$3.25K	0.16%	135
2019 Q3	$211K	Sell	4,665 -12	-0.3%	-$534	0.16%	133
2019 Q2	$206K	Hold	4,677	–	–	0.16%	133
2019 Q1	$236K	Hold	4,677	–	–	0.19%	135
2018 Q4	$220K	Buy	4,677 +100	+2%	+$4.86K	0.2%	135
2018 Q3	$233K	Hold	4,577	–	–	0.16%	146
2018 Q2	$247K	Hold	4,577	–	–	0.18%	143
2018 Q1	$236K	Hold	4,577	–	–	0.17%	142
2017 Q4	$247K	Hold	4,577	–	–	0.18%	144
2017 Q3	$243K	Hold	4,577	–	–	0.17%	145
2017 Q2	$234K	Hold	4,577	–	–	0.17%	151
2017 Q1	$216K	Hold	4,577	–	–	0.16%	155
2016 Q4	$217K	Buy	+4,577	New	+$206K	0.16%	157
2015 Q2	–	Sell	-5,099	Closed	-$205K	–	157
2015 Q1	$205K	Sell	5,099 -97	-2%	-$3.78K	0.04%	156
2014 Q4	$211K	Hold	5,196	–	–	0.04%	156
2014 Q3	$201K	Sell	5,196 -1,375	-21%	-$53.5K	0.04%	158
2014 Q2	$246K	Hold	6,571	–	–	0.04%	157
2014 Q1	$232K	Hold	6,571	–	–	0.03%	150
2013 Q4	$230K	Sell	6,571 -500	-7%	-$16.3K	0.03%	151
2013 Q3	$213K	Buy	+7,071	New	+$217K	0.03%	149

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

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

Ironwood Investment Management held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 4,847 shares worth $701K. The position accounts for 0.24% of the portfolio, ranked #107.

Ironwood Investment Management first reported a position in BNY in Q3 2013 and has held it in 42 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Ironwood Investment Management held 4,847 shares of Bank of New York Mellon worth $701K as of Q2 2026.
Ironwood Investment Management left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up 0.24% of Ironwood Investment Management's portfolio in Q2 2026, its #107 holding.
Ironwood Investment Management first reported a position in Bank of New York Mellon in Q3 2013 and has held it in 42 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Ironwood Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.