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
2021 Q2	–	Sell	-10,100	Closed	-$478K	–	4053
2021 Q1	$478K	Buy	+10,100	New	+$444K	﹤0.01%	2971
2020 Q4	–	Sell	-6,000	Closed	-$206K	–	3340
2020 Q3	$206K	Sell	6,000 -2,700	-31%	-$98.3K	﹤0.01%	2806
2020 Q2	$336K	Sell	8,700 -1,100	-11%	-$40.3K	﹤0.01%	2299
2020 Q1	$330K	Sell	9,800 -3,100	-24%	-$130K	﹤0.01%	2223
2019 Q4	$649K	Sell	12,900 -11,900	-48%	-$568K	﹤0.01%	2581
2019 Q3	$1.12M	Buy	24,800 +19,100	+335%	+$850K	﹤0.01%	1885
2019 Q2	$252K	Sell	5,700 -7,300	-56%	-$343K	﹤0.01%	2957
2019 Q1	$656K	Buy	13,000 +2,000	+18%	+$103K	﹤0.01%	2092
2018 Q4	$518K	Buy	+11,000	New	+$534K	﹤0.01%	2077
2018 Q3	–	Sell	-14,000	Closed	-$755K	–	3176
2018 Q2	$755K	Buy	+14,000	New	+$772K	﹤0.01%	2354
2017 Q4	–	Sell	-55,200	Closed	-$2.93M	–	3090
2017 Q3	$2.93M	Buy	55,200 +49,200	+820%	+$2.58M	0.01%	1098
2017 Q2	$306K	Buy	+6,000	New	+$287K	﹤0.01%	2632
2017 Q1	–	Sell	-13,000	Closed	-$616K	–	2909
2016 Q4	$616K	Buy	13,000 +2,800	+27%	+$126K	﹤0.01%	2370
2016 Q3	$407K	Buy	10,200 +2,200	+28%	+$87.9K	﹤0.01%	2563
2016 Q2	$311K	Buy	+8,000	New	+$318K	﹤0.01%	2534

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.