LCGC
BNY

Legacy Capital Group California’s Bank of New York Mellon BNY Stock Holding History

Legacy Capital Group California’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 		$1.95M Buy
13,511
+8,514
+170% +$1.16M 0.59% 27
2026
Q1 		$593K Sell
4,997
-2,239
-31% -$266K 0.23% 151
2025
Q4 		$840K Buy
7,236
+252
+4% +$27.9K 0.2% 136
2025
Q3 		$761K Buy
6,984
+702
+11% +$71.6K 0.19% 142
2025
Q2 		$572K Sell
6,282
-10,989
-64% -$933K 0.16% 164
2025
Q1 		$1.45M Buy
17,271
+488
+3% +$41K 0.5% 34
2024
Q4 		$1.29M Buy
+16,783
New +$1.3M 0.39% 51
2023
Q2 		– Sell
-19,225
Closed -$874K – 267
2023
Q1 		$874K Buy
+19,225
New +$932K 0.43% 60

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 Capital Group California's BNY Position: Q2 2026 in Review

Legacy Capital Group California increased its Bank of New York Mellon (BNY) stake by 170% in Q2 2026, buying an estimated $1.16M and bringing the position to 13,511 shares worth $1.95M. The position accounts for 0.59% of the portfolio, ranked #27.

Legacy Capital Group California first reported a position in BNY in Q1 2023 and has held it in 8 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Legacy Capital Group California held 13,511 shares of Bank of New York Mellon worth $1.95M as of Q2 2026.
  • Legacy Capital Group California bought 8,514 Bank of New York Mellon shares in Q2 2026, an estimated $1.16M.
  • Bank of New York Mellon made up 0.59% of Legacy Capital Group California's portfolio in Q2 2026, its #27 holding.
  • Legacy Capital Group California first reported a position in Bank of New York Mellon in Q1 2023 and has held it in 8 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.