Koshinski Asset Management’s Bank of New York Mellon BNY Stock Holding History

Koshinski Asset Management’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	$864K	Buy	5,977 +217	+4%	+$29.7K	0.05%	325
2026 Q1	$683K	Sell	5,760 -296	-5%	-$35.2K	0.04%	352
2025 Q4	$703K	Buy	6,056 +1,338	+28%	+$148K	0.05%	337
2025 Q3	$514K	Buy	4,718 +2,423	+106%	+$247K	0.03%	412
2025 Q2	$209K	Sell	2,295 -198	-8%	-$16.8K	0.02%	649
2025 Q1	$209K	Buy	+2,493	New	+$210K	0.02%	597
2022 Q2	–	Sell	-443	Closed	-$22K	–	721
2022 Q1	$22K	Buy	443 +16	+4%	+$910	﹤0.01%	1379
2021 Q4	$24.8K	Hold	427	–	–	﹤0.01%	1379
2021 Q3	$22.1K	Buy	+427	New	+$22.2K	﹤0.01%	1430
2015 Q1	–	Sell	-6,601	Closed	-$268K	–	225
2014 Q4	$268K	Buy	+6,601	New	+$258K	0.15%	177

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

Koshinski Asset Management's BNY Position: Q2 2026 in Review

Koshinski Asset Management increased its Bank of New York Mellon (BNY) stake by 3.8% in Q2 2026, buying an estimated $29.7K and bringing the position to 5,977 shares worth $864K. The position accounts for 0.05% of the portfolio, ranked #325.

Koshinski Asset Management first reported a position in BNY in Q4 2014 and has held it in 10 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Koshinski Asset Management held 5,977 shares of Bank of New York Mellon worth $864K as of Q2 2026.
Koshinski Asset Management bought 217 Bank of New York Mellon shares in Q2 2026, an estimated $29.7K.
Bank of New York Mellon made up 0.05% of Koshinski Asset Management's portfolio in Q2 2026, its #325 holding.
Koshinski Asset Management first reported a position in Bank of New York Mellon in Q4 2014 and has held it in 10 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.