Ken Fisher’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
Q1 | $805K | Sell |
6,784
-2,681
| -28% | -$319K | ﹤0.01% | 715 |
|
|
2025
Q4 | $1.1M | Buy |
9,465
+3,126
| +49% | +$346K | ﹤0.01% | 660 |
|
|
2025
Q3 | $691K | Sell |
6,339
-504
| -7% | -$51.4K | ﹤0.01% | 733 |
|
|
2025
Q2 | $624K | Buy |
6,843
+806
| +13% | +$68.4K | ﹤0.01% | 756 |
|
|
2025
Q1 | $506K | Buy |
6,037
+330
| +6% | +$27.7K | ﹤0.01% | 787 |
|
|
2024
Q4 | $438K | Buy |
5,707
+1,025
| +22% | +$79.2K | ﹤0.01% | 797 |
|
|
2024
Q3 | $336K | Sell |
4,682
-395
| -8% | -$26K | ﹤0.01% | 819 |
|
|
2024
Q2 | $304K | Buy |
5,077
+588
| +13% | +$34K | ﹤0.01% | 879 |
|
|
2024
Q1 | $259K | Buy |
4,489
+15
| +0.3% | +$826 | ﹤0.01% | 892 |
|
|
2023
Q4 | $233K | Sell |
4,474
-259
| -5% | -$11.9K | ﹤0.01% | 920 |
|
|
2023
Q3 | $202K | Sell |
4,733
-667
| -12% | -$29.7K | ﹤0.01% | 1021 |
|
|
2023
Q2 | $240K | Buy |
+5,400
| New | +$232K | ﹤0.01% | 995 |
|
|
2022
Q3 | – | Sell |
-6,023
| Closed | -$251K | – | 941 |
|
|
2022
Q2 | $251K | Sell |
6,023
-1,321
| -18% | -$58.8K | ﹤0.01% | 832 |
|
|
2022
Q1 | $364K | Buy |
7,344
+1,618
| +28% | +$92K | ﹤0.01% | 784 |
|
|
2021
Q4 | $333K | Buy |
5,726
+1,400
| +32% | +$80.5K | ﹤0.01% | 830 |
|
|
2021
Q3 | $224K | Buy |
+4,326
| New | +$225K | ﹤0.01% | 850 |
|
|
2020
Q1 | – | Sell |
-3,983
| Closed | -$200K | – | 784 |
|
|
2019
Q4 | $200K | Buy |
+3,983
| New | +$190K | ﹤0.01% | 790 |
|
|
2019
Q3 | – | Sell |
-8,100
| Closed | -$358K | – | 830 |
|
|
2019
Q2 | $358K | Buy |
+8,100
| New | +$381K | ﹤0.01% | 713 |
|
|
2018
Q3 | – | Sell |
-4,640
| Closed | -$250K | – | 819 |
|
|
2018
Q2 | $250K | Buy |
+4,640
| New | +$256K | ﹤0.01% | 733 |
|
|
2018
Q1 | – | Sell |
-5,110
| Closed | -$275K | – | 776 |
|
|
2017
Q4 | $275K | Sell |
5,110
-2,786
| -35% | -$148K | ﹤0.01% | 756 |
|
|
2017
Q3 | $419K | Sell |
7,896
-350
| -4% | -$18.4K | ﹤0.01% | 638 |
|
|
2017
Q2 | $421K | Buy |
8,246
+213
| +3% | +$10.2K | ﹤0.01% | 614 |
|
|
2017
Q1 | $379K | Sell |
8,033
-643
| -7% | -$30.1K | ﹤0.01% | 593 |
|
|
2016
Q4 | $411K | Sell |
8,676
-1,039
| -11% | -$46.9K | ﹤0.01% | 582 |
|
|
2016
Q3 | $387K | Buy |
9,715
+380
| +4% | +$15.2K | ﹤0.01% | 599 |
|
|
2016
Q2 | $360K | Sell |
9,335
-1,214
| -12% | -$48.3K | ﹤0.01% | 596 |
|
|
2016
Q1 | $399K | Sell |
10,549
-1,172
| -10% | -$42.5K | ﹤0.01% | 585 |
|
|
2015
Q4 | $483K | Buy |
11,721
+1,808
| +18% | +$76K | ﹤0.01% | 574 |
|
|
2015
Q3 | $388K | Sell |
9,913
-511
| -5% | -$21.2K | ﹤0.01% | 571 |
|
|
2015
Q2 | $438K | Buy |
10,424
+45
| +0.4% | +$1.92K | ﹤0.01% | 466 |
|
|
2015
Q1 | $418K | Sell |
10,379
-258
| -2% | -$10K | ﹤0.01% | 463 |
|
|
2014
Q4 | $432K | Hold |
10,637
| – | – | ﹤0.01% | 461 |
|
|
2014
Q3 | $412K | Hold |
10,637
| – | – | ﹤0.01% | 449 |
|
|
2014
Q2 | $399K | Sell |
10,637
-388
| -4% | -$13.4K | ﹤0.01% | 457 |
|
|
2014
Q1 | $389K | Buy |
11,025
+1,518
| +16% | +$50.1K | ﹤0.01% | 423 |
|
|
2013
Q4 | $332K | Hold |
9,507
| – | – | ﹤0.01% | 427 |
|
|
2013
Q3 | $287K | Sell |
9,507
-267
| -3% | -$8.19K | ﹤0.01% | 433 |
|
|
2013
Q2 | $274K | Buy |
+9,774
| New | +$281K | ﹤0.01% | 428 |
|
Other funds holding BNY
VCM
VPM
Ken Fisher's BNY Position: Q1 2026 in Review
Ken Fisher reduced its Bank of New York Mellon (BNY) stake by 28% in Q1 2026, selling an estimated $319K and leaving 6,784 shares worth $805K. The position accounts for ﹤0.01% of the portfolio, ranked #715.
Ken Fisher first reported a position in BNY in Q2 2013 and has held it in 38 quarters since. The position peaked at $1.1M in Q4 2025. 1,755 funds tracked by Wall St. Rank hold BNY as of Q1 2026.
- Ken Fisher held 6,784 shares of Bank of New York Mellon worth $805K as of Q1 2026.
- Ken Fisher sold 2,681 Bank of New York Mellon shares in Q1 2026, an estimated $319K.
- Bank of New York Mellon made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #715 holding.
- Ken Fisher first reported a position in Bank of New York Mellon in Q2 2013 and has held it in 38 quarters since.
- Ken Fisher's Bank of New York Mellon position peaked at $1.1M in Q4 2025.
- 1,755 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2026.
Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.