LOIP
BNY

Live Oak Investment Partners’s Bank of New York Mellon BNY Stock Holding History

Live Oak Investment Partners’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 		$2.48M Buy
17,157
+434
+3% +$59.3K 1.34% 20
2026
Q1 		$1.98M Sell
16,723
-1,728
-9% -$205K 1.17% 23
2025
Q4 		$2.14M Sell
18,451
-4,535
-20% -$502K 1.32% 21
2025
Q3 		$2.5M Sell
22,986
-534
-2% -$54.5K 1.66% 19
2025
Q2 		$2.14M Sell
23,520
-511
-2% -$43.4K 1.65% 19
2025
Q1 		$2.02M Buy
+24,031
New +$2.02M 1.59% 18
2024
Q4 		– Hold
0
– – – 20
2024
Q3 		– Hold
0
– – – 20
2024
Q2 		– Hold
0
– – – 26
2023
Q4 		– Hold
0
– – – 27
2023
Q3 		– Hold
0
– – – 31
2023
Q2 		– Hold
0
– – – 33
2023
Q1 		– Hold
0
– – – 31
2022
Q4 		– Hold
0
– – – 30

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

Live Oak Investment Partners's BNY Position: Q2 2026 in Review

Live Oak Investment Partners increased its Bank of New York Mellon (BNY) stake by 2.6% in Q2 2026, buying an estimated $59.3K and bringing the position to 17,157 shares worth $2.48M. The position accounts for 1.34% of the portfolio, ranked #20.

Live Oak Investment Partners first reported a position in BNY in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.5M in Q3 2025. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Live Oak Investment Partners held 17,157 shares of Bank of New York Mellon worth $2.48M as of Q2 2026.
  • Live Oak Investment Partners bought 434 Bank of New York Mellon shares in Q2 2026, an estimated $59.3K.
  • Bank of New York Mellon made up 1.34% of Live Oak Investment Partners's portfolio in Q2 2026, its #20 holding.
  • Live Oak Investment Partners first reported a position in Bank of New York Mellon in Q1 2025 and has held it in 6 quarters since.
  • Live Oak Investment Partners's Bank of New York Mellon position peaked at $2.5M in Q3 2025.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.