Leonard Rickey Investment Advisors’s Bank of New York Mellon BNY Stock Holding History

Leonard Rickey Investment Advisors’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	$691K	Sell	4,782 -292	-6%	-$39.9K	0.11%	58
2026 Q1	$602K	Sell	5,074 -281	-5%	-$33.4K	0.1%	61
2025 Q4	$622K	Buy	5,355 +163	+3%	+$18K	0.11%	62
2025 Q3	$566K	Buy	5,192 +98	+2%	+$9.99K	0.11%	61
2025 Q2	$464K	Buy	5,094 +112	+2%	+$9.51K	0.09%	64
2025 Q1	$386K	Buy	4,982 +217	+5%	+$18.2K	0.08%	67
2024 Q4	$366K	Buy	4,765 +50	+1%	+$3.87K	0.08%	69
2024 Q3	$339K	Sell	4,715 -88	-2%	-$5.79K	0.08%	75
2024 Q2	$288K	Buy	4,803 +778	+19%	+$45K	0.07%	82
2024 Q1	$232K	Sell	4,025 -71	-2%	-$3.91K	0.06%	83
2023 Q4	$213K	Buy	+4,096	New	+$189K	0.06%	81
2021 Q3	–	Sell	-4,261	Closed	-$212K	–	72
2021 Q2	$212K	Buy	+4,261	New	+$213K	0.09%	67

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 $3.38T AUM 44.17% 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

Leonard Rickey Investment Advisors's BNY Position: Q2 2026 in Review

Leonard Rickey Investment Advisors reduced its Bank of New York Mellon (BNY) stake by 5.8% in Q2 2026, selling an estimated $39.9K and leaving 4,782 shares worth $691K. The position accounts for 0.11% of the portfolio, ranked #58.

Leonard Rickey Investment Advisors first reported a position in BNY in Q2 2021 and has held it in 12 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Leonard Rickey Investment Advisors held 4,782 shares of Bank of New York Mellon worth $691K as of Q2 2026.
Leonard Rickey Investment Advisors sold 292 Bank of New York Mellon shares in Q2 2026, an estimated $39.9K.
Bank of New York Mellon made up 0.11% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #58 holding.
Leonard Rickey Investment Advisors first reported a position in Bank of New York Mellon in Q2 2021 and has held it in 12 quarters since.
1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.