John Overdeck’s Bank of New York Mellon BNY Stock Holding History

John Overdeck’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	–	Sell	-6,500	Closed	-$771K	–	5068
2026 Q1	$771K	Buy	+6,500	New	+$773K	﹤0.01%	3443
2021 Q2	–	Sell	-5,000	Closed	-$236K	–	4052
2021 Q1	$236K	Buy	+5,000	New	+$220K	﹤0.01%	3515
2020 Q3	–	Sell	-8,000	Closed	-$309K	–	3087
2020 Q2	$309K	Sell	8,000 -8,700	-52%	-$318K	﹤0.01%	2358
2020 Q1	$562K	Buy	16,700 +800	+5%	+$33.6K	﹤0.01%	1842
2019 Q4	$800K	Buy	15,900 +500	+3%	+$23.9K	﹤0.01%	2399
2019 Q3	$696K	Buy	15,400 +8,400	+120%	+$374K	﹤0.01%	2282
2019 Q2	$309K	Sell	7,000 -3,200	-31%	-$150K	﹤0.01%	2848
2019 Q1	$514K	Sell	10,200 -2,200	-18%	-$113K	﹤0.01%	2253
2018 Q4	$584K	Buy	+12,400	New	+$602K	﹤0.01%	1999
2018 Q3	–	Sell	-13,000	Closed	-$701K	–	3175
2018 Q2	$701K	Buy	+13,000	New	+$717K	﹤0.01%	2408
2017 Q4	–	Sell	-47,400	Closed	-$2.51M	–	3088
2017 Q3	$2.51M	Buy	+47,400	New	+$2.49M	0.01%	1178
2016 Q4	–	Sell	-7,200	Closed	-$287K	–	3095
2016 Q3	$287K	Sell	7,200 -2,700	-27%	-$108K	﹤0.01%	2773
2016 Q2	$385K	Buy	+9,900	New	+$394K	﹤0.01%	2420

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

John Overdeck's BNY Position: Q2 2026 in Review

John Overdeck increased its Bank of New York Mellon (BNY) stake by 580% in Q2 2026, buying an estimated $153M and bringing the position to 1,314,985 shares worth $190M. The position accounts for 0.14% of the portfolio, ranked #163.

John Overdeck first reported a position in BNY in Q3 2014 and has held it in 34 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

John Overdeck held 1,314,985 shares of Bank of New York Mellon worth $190M as of Q2 2026.
John Overdeck bought 1,121,624 Bank of New York Mellon shares in Q2 2026, an estimated $153M.
Bank of New York Mellon made up 0.14% of John Overdeck's portfolio in Q2 2026, its #163 holding.
John Overdeck first reported a position in Bank of New York Mellon in Q3 2014 and has held it in 34 quarters since.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.