Lavaca Capital’s Bank of New York Mellon BNY Stock Holding History

Lavaca Capital’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	$57.8K	Hold	400	–	–	0.01%	195
2026 Q1	$47.5K	Hold	400	–	–	0.01%	171
2025 Q4	$46.4K	Hold	400	–	–	0.01%	176
2025 Q3	$43.6K	Hold	400	–	–	0.01%	172
2025 Q2	$36.4K	Hold	400	–	–	0.01%	182
2025 Q1	$33.5K	Hold	400	–	–	0.01%	177
2024 Q4	$30.7K	Buy	+400	New	+$30.9K	0.01%	222
2019 Q2	–	Sell	-564	Closed	-$28K	–	121
2019 Q1	$28K	Hold	564	–	–	0.02%	190
2018 Q4	$27K	Buy	+564	New	+$27.4K	0.03%	162

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

Lavaca Capital's BNY Position: Q2 2026 in Review

Lavaca Capital held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 400 shares worth $57.8K. The position accounts for 0.01% of the portfolio, ranked #195.

Lavaca Capital first reported a position in BNY in Q4 2018 and has held it in 9 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Lavaca Capital held 400 shares of Bank of New York Mellon worth $57.8K as of Q2 2026.
Lavaca Capital left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up 0.01% of Lavaca Capital's portfolio in Q2 2026, its #195 holding.
Lavaca Capital first reported a position in Bank of New York Mellon in Q4 2018 and has held it in 9 quarters since.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.