KIA
BNY

KCM Investment Advisors’s Bank of New York Mellon BNY Stock Holding History

KCM Investment Advisors’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 		$535K Sell
3,702
-7
-0.2% -$957 0.02% 273
2026
Q1 		$440K Buy
3,709
+374
+11% +$44.5K 0.01% 289
2025
Q4 		$387K Buy
3,335
+51
+2% +$5.64K 0.01% 293
2025
Q3 		$358K Buy
3,284
+132
+4% +$13.5K 0.01% 301
2025
Q2 		$287K Sell
3,152
-106
-3% -$9K 0.01% 324
2025
Q1 		$273K Buy
3,258
+366
+13% +$30.8K 0.01% 320
2024
Q4 		$222K Buy
+2,892
New +$224K 0.01% 344
2019
Q2 		– Sell
-4,407
Closed -$222K – 326
2019
Q1 		$222K Buy
4,407
+2
+0% +$103 0.01% 303
2018
Q4 		$207K Sell
4,405
-314
-7% -$15.2K 0.01% 465
2018
Q3 		$241K Buy
4,719
+2
+0% +$105 0.01% 467
2018
Q2 		$254K Buy
4,717
+1
+0% +$55 0.02% 457
2018
Q1 		$243K Buy
4,716
+1
+0% +$56 0.01% 470
2017
Q4 		$254K Buy
4,715
+1
+0% +$53 0.01% 465
2017
Q3 		$250K Hold
4,714
– – 0.02% 463
2017
Q2 		$241K Buy
4,714
+249
+6% +$11.9K 0.02% 486
2017
Q1 		$211K Hold
4,465
– – 0.01% 513
2016
Q4 		$212K Buy
+4,465
New +$201K 0.01% 503

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KCM Investment Advisors's BNY Position: Q2 2026 in Review

KCM Investment Advisors reduced its Bank of New York Mellon (BNY) stake by 0.19% in Q2 2026, selling an estimated $957 and leaving 3,702 shares worth $535K. The position accounts for 0.02% of the portfolio, ranked #273.

KCM Investment Advisors first reported a position in BNY in Q4 2016 and has held it in 17 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • KCM Investment Advisors held 3,702 shares of Bank of New York Mellon worth $535K as of Q2 2026.
  • KCM Investment Advisors sold 7 Bank of New York Mellon shares in Q2 2026, an estimated $957.
  • Bank of New York Mellon made up 0.02% of KCM Investment Advisors's portfolio in Q2 2026, its #273 holding.
  • KCM Investment Advisors first reported a position in Bank of New York Mellon in Q4 2016 and has held it in 17 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

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