Laurie J. Hall Trustee’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
Q2
$249K Sell
1,720
-75
-4% -$10.3K 0.08% 95
2026
Q1
$213K Hold
1,795
0.08% 99
2025
Q4
$208K Sell
1,795
-100
-5% -$11.1K 0.07% 104
2025
Q3
$206K Buy
+1,895
New +$193K 0.07% 109
2025
Q1
Sell
-1,895
Closed -$145K 124
2024
Q4
$145K Sell
1,895
-4,616
-71% -$357K 0.05% 133
2024
Q3
$468K Buy
6,511
+3,096
+91% +$204K 0.15% 89
2024
Q2
$204K Hold
3,415
0.07% 110
2024
Q1
$197K Sell
3,415
-1,930
-36% -$106K 0.07% 116
2023
Q4
$278K Buy
5,345
+1,440
+37% +$66.3K 0.11% 92
2023
Q3
$167K Hold
3,905
0.07% 112
2023
Q2
$174K Sell
3,905
-65
-2% -$2.79K 0.07% 110
2023
Q1
$180K Hold
3,970
0.08% 110
2022
Q4
$180K Hold
3,970
0.08% 107
2022
Q3
$153K Hold
3,970
0.08% 112
2022
Q2
$166K Hold
3,970
0.08% 111
2022
Q1
$197K Hold
3,970
0.08% 113
2021
Q4
$230K Hold
3,970
0.08% 108
2021
Q3
$205K Hold
3,970
0.08% 112
2021
Q2
$203K Hold
3,970
0.08% 111
2021
Q1
$188K Hold
3,970
0.07% 117
2020
Q4
$169K Hold
3,970
0.07% 122
2020
Q3
$136K Buy
+3,970
New +$145K 0.06% 122
2019
Q4
$200K Hold
3,970
0.09% 108
2019
Q3
$179K Sell
3,970
-390
-9% -$17.4K 0.09% 111
2019
Q2
$193K Hold
4,360
0.1% 111
2019
Q1
$220K Hold
4,360
0.12% 103
2018
Q4
$231K Sell
4,360
-194
-4% -$9.42K 0.13% 97
2018
Q3
$232K Hold
4,554
0.12% 99
2018
Q2
$245K Sell
4,554
-176
-4% -$9.71K 0.14% 90
2018
Q1
$244K Hold
4,730
0.15% 85
2017
Q4
$254K Hold
4,730
0.14% 88
2017
Q3
$251K Hold
4,730
0.16% 80
2017
Q2
$241K Hold
4,730
0.15% 83
2017
Q1
$222K Sell
4,730
-65
-1% -$3.04K 0.14% 86
2016
Q4
$231K Buy
+4,795
New +$216K 0.15% 86
2016
Q2
$185K Buy
4,795
+280
+6% +$11.1K 0.12% 93
2016
Q1
$186K Buy
4,515
+190
+4% +$6.89K 0.12% 93
2015
Q4
$149K Buy
+4,325
New +$182K 0.11% 99

Other funds holding BNY

Laurie J. Hall Trustee's BNY Position: Q2 2026 in Review

Laurie J. Hall Trustee reduced its Bank of New York Mellon (BNY) stake by 4.2% in Q2 2026, selling an estimated $10.3K and leaving 1,720 shares worth $249K. The position accounts for 0.08% of the portfolio, ranked #95.

Laurie J. Hall Trustee first reported a position in BNY in Q4 2015 and has held it in 38 quarters since. The position peaked at $468K in Q3 2024. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Laurie J. Hall Trustee held 1,720 shares of Bank of New York Mellon worth $249K as of Q2 2026.
  • Laurie J. Hall Trustee sold 75 Bank of New York Mellon shares in Q2 2026, an estimated $10.3K.
  • Bank of New York Mellon made up 0.08% of Laurie J. Hall Trustee's portfolio in Q2 2026, its #95 holding.
  • Laurie J. Hall Trustee first reported a position in Bank of New York Mellon in Q4 2015 and has held it in 38 quarters since.
  • Laurie J. Hall Trustee's Bank of New York Mellon position peaked at $468K in Q3 2024.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2026, filed 9 Jul 2026.