Joel Greenblatt’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 | $4.65M | Sell |
32,181
-87
| -0.3% | -$11.9K | 0.01% | 959 |
|
|
2026
Q1 | $3.83M | Buy |
32,268
+568
| +2% | +$67.5K | 0.01% | 932 |
|
|
2025
Q4 | $3.68M | Sell |
31,700
-214
| -0.7% | -$23.7K | 0.01% | 884 |
|
|
2025
Q3 | $3.48M | Buy |
31,914
+971
| +3% | +$99K | 0.02% | 868 |
|
|
2025
Q2 | $2.82M | Buy |
30,943
+1,527
| +5% | +$130K | 0.02% | 822 |
|
|
2025
Q1 | $2.47M | Buy |
29,416
+714
| +2% | +$60K | 0.02% | 730 |
|
|
2024
Q4 | $2.21M | Buy |
28,702
+369
| +1% | +$28.5K | 0.02% | 696 |
|
|
2024
Q3 | $2.04M | Buy |
28,333
+3,981
| +16% | +$262K | 0.02% | 720 |
|
|
2024
Q2 | $1.46M | Buy |
24,352
+773
| +3% | +$44.7K | 0.02% | 777 |
|
|
2024
Q1 | $1.36M | Buy |
23,579
+2,727
| +13% | +$150K | 0.02% | 761 |
|
|
2023
Q4 | $1.09M | Sell |
20,852
-1,589
| -7% | -$73.2K | 0.02% | 773 |
|
|
2023
Q3 | $957K | Sell |
22,441
-469
| -2% | -$20.9K | 0.02% | 796 |
|
|
2023
Q2 | $1.02M | Sell |
22,910
-6,259
| -21% | -$269K | 0.02% | 763 |
|
|
2023
Q1 | $1.33M | Sell |
29,169
-31,724
| -52% | -$1.54M | 0.03% | 653 |
|
|
2022
Q4 | $2.77M | Buy |
60,893
+23,168
| +61% | +$994K | 0.08% | 318 |
|
|
2022
Q3 | $1.45M | Buy |
37,725
+17,662
| +88% | +$753K | 0.04% | 516 |
|
|
2022
Q2 | $837K | Buy |
20,063
+15,750
| +365% | +$702K | 0.03% | 632 |
|
|
2022
Q1 | $214K | Buy |
+4,313
| New | +$245K | 0.01% | 1063 |
|
|
2020
Q1 | – | Sell |
-23,272
| Closed | -$1.17M | – | 1083 |
|
|
2019
Q4 | $1.17M | Buy |
23,272
+15,234
| +190% | +$727K | 0.02% | 590 |
|
|
2019
Q3 | $363K | Buy |
+8,038
| New | +$358K | 0.01% | 854 |
|
|
2019
Q2 | – | Sell |
-13,374
| Closed | -$674K | – | 1136 |
|
|
2019
Q1 | $674K | Buy |
+13,374
| New | +$689K | 0.01% | 769 |
|
|
2018
Q2 | – | Sell |
-22,447
| Closed | -$1.16M | – | 882 |
|
|
2018
Q1 | $1.16M | Buy |
22,447
+4,211
| +23% | +$234K | 0.02% | 590 |
|
|
2017
Q4 | $982K | Buy |
18,236
+11,979
| +191% | +$638K | 0.01% | 593 |
|
|
2017
Q3 | $332K | Buy |
6,257
+253
| +4% | +$13.3K | ﹤0.01% | 783 |
|
|
2017
Q2 | $306K | Sell |
6,004
-1,119
| -16% | -$53.5K | ﹤0.01% | 829 |
|
|
2017
Q1 | $336K | Buy |
7,123
+804
| +13% | +$37.6K | ﹤0.01% | 834 |
|
|
2016
Q4 | $299K | Sell |
6,319
-91
| -1% | -$4.1K | ﹤0.01% | 811 |
|
|
2016
Q3 | $256K | Buy |
+6,410
| New | +$256K | ﹤0.01% | 815 |
|
Other funds holding BNY
Joel Greenblatt's BNY Position: Q2 2026 in Review
Joel Greenblatt reduced its Bank of New York Mellon (BNY) stake by 0.27% in Q2 2026, selling an estimated $11.9K and leaving 32,181 shares worth $4.65M. The position accounts for 0.01% of the portfolio, ranked #959.
Joel Greenblatt first reported a position in BNY in Q3 2016 and has held it in 28 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- Joel Greenblatt held 32,181 shares of Bank of New York Mellon worth $4.65M as of Q2 2026.
- Joel Greenblatt sold 87 Bank of New York Mellon shares in Q2 2026, an estimated $11.9K.
- Bank of New York Mellon made up 0.01% of Joel Greenblatt's portfolio in Q2 2026, its #959 holding.
- Joel Greenblatt first reported a position in Bank of New York Mellon in Q3 2016 and has held it in 28 quarters since.
- 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.