KA
BNY

Kooman & Associates’s Bank of New York Mellon BNY Stock Holding History

Kooman & Associates’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
-2,015
Closed -$239K – 57
2026
Q1 		$239K Hold
2,015
– – 0.07% 44
2025
Q4 		$234K Sell
2,015
-22
-1% -$2.43K 0.07% 45
2025
Q3 		$222K Buy
+2,037
New +$208K 0.07% 47

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

Kooman & Associates's BNY Position: Q2 2026 in Review

Kooman & Associates sold out of Bank of New York Mellon (BNY) in Q2 2026, closing a stake of 2,015 shares — an estimated $239K sold.

Kooman & Associates first reported a position in BNY in Q3 2025 and held it in 3 quarters. The position peaked at $239K in Q1 2026. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Kooman & Associates reported no remaining Bank of New York Mellon position as of Q2 2026 after selling out during the quarter.
  • Kooman & Associates sold 2,015 Bank of New York Mellon shares in Q2 2026, an estimated $239K.
  • Kooman & Associates first reported a position in Bank of New York Mellon in Q3 2025 and held it in 3 quarters.
  • Kooman & Associates's Bank of New York Mellon position peaked at $239K in Q1 2026.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Kooman & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.