LB
BNY

Legacy Bridge’s Bank of New York Mellon BNY Stock Holding History

Legacy Bridge’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 		$2.73M Buy
18,908
+57
+0.3% +$7.79K 0.84% 36
2026
Q1 		$2.24M Buy
18,851
+1,255
+7% +$149K 0.85% 34
2025
Q4 		$2.04M Buy
17,596
+758
+5% +$83.9K 0.83% 35
2025
Q3 		$1.83M Buy
16,838
+50
+0.3% +$5.1K 0.76% 40
2025
Q2 		$1.53M Hold
16,788
– – 0.73% 47
2025
Q1 		$1.41M Buy
16,788
+460
+3% +$38.7K 0.79% 48
2024
Q4 		$1.25M Sell
16,328
-65
-0.4% -$5.02K 0.65% 57
2024
Q3 		$1.18M Buy
16,393
+14,418
+730% +$948K 0.63% 64
2024
Q2 		$118K Buy
1,975
+30
+2% +$1.74K 0.07% 153
2024
Q1 		$112K Buy
1,945
+26
+1% +$1.43K 0.07% 165
2023
Q4 		$99.9K Buy
+1,919
New +$88.4K 0.06% 168
2019
Q3 		– Sell
-280
Closed -$12K – 282
2019
Q2 		$12K Hold
280
– – 0.01% 249
2019
Q1 		$14K Buy
+280
New +$14.4K 0.01% 241

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

Legacy Bridge's BNY Position: Q2 2026 in Review

Legacy Bridge increased its Bank of New York Mellon (BNY) stake by 0.3% in Q2 2026, buying an estimated $7.79K and bringing the position to 18,908 shares worth $2.73M. The position accounts for 0.84% of the portfolio, ranked #36.

Legacy Bridge first reported a position in BNY in Q1 2019 and has held it in 13 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Legacy Bridge held 18,908 shares of Bank of New York Mellon worth $2.73M as of Q2 2026.
  • Legacy Bridge bought 57 Bank of New York Mellon shares in Q2 2026, an estimated $7.79K.
  • Bank of New York Mellon made up 0.84% of Legacy Bridge's portfolio in Q2 2026, its #36 holding.
  • Legacy Bridge first reported a position in Bank of New York Mellon in Q1 2019 and has held it in 13 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.