Kimelman & Baird’s Bank of New York Mellon BNY Stock Holding History

Kimelman & Baird’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	$246K	Hold	1,700	–	–	0.02%	108
2026 Q1	$202K	Hold	1,700	–	–	0.02%	112
2025 Q4	$197K	Hold	1,700	–	–	0.02%	114
2025 Q3	$185K	Hold	1,700	–	–	0.01%	116
2025 Q2	$155K	Hold	1,700	–	–	0.01%	125
2025 Q1	$143K	Hold	1,700	–	–	0.01%	128
2024 Q4	$131K	Hold	1,700	–	–	0.01%	139
2024 Q3	$122K	Hold	1,700	–	–	0.01%	147
2024 Q2	$102K	Buy	+1,700	New	+$98.4K	0.01%	152
2015 Q2	–	Sell	-6,464	Closed	-$260K	–	116
2015 Q1	$260K	Hold	6,464	–	–	0.05%	101
2014 Q4	$262K	Hold	6,464	–	–	0.05%	103
2014 Q3	$250K	Hold	6,464	–	–	0.05%	100
2014 Q2	$242K	Buy	6,464 +88	+1%	+$3.04K	0.04%	104
2014 Q1	$225K	Hold	6,376	–	–	0.04%	101
2013 Q4	$223K	Buy	+6,376	New	+$208K	0.04%	95

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

Kimelman & Baird's BNY Position: Q2 2026 in Review

Kimelman & Baird held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 1,700 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #108.

Kimelman & Baird first reported a position in BNY in Q4 2013 and has held it in 15 quarters since. The position peaked at $262K in Q4 2014. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Kimelman & Baird held 1,700 shares of Bank of New York Mellon worth $246K as of Q2 2026.
Kimelman & Baird left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up 0.02% of Kimelman & Baird's portfolio in Q2 2026, its #108 holding.
Kimelman & Baird first reported a position in Bank of New York Mellon in Q4 2013 and has held it in 15 quarters since.
Kimelman & Baird's Bank of New York Mellon position peaked at $262K in Q4 2014.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Kimelman & Baird's 13F filing for Q2 2026, filed 5 Aug 2026.