LM Advisors’s Bank of New York Mellon BNY Stock Holding History

LM 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	$506K	Buy	3,496 +3,081	+742%	+$421K	0.06%	154
2026 Q1	$3.5K	Buy	415 +10	+2%	+$1.19K	0.06%	154
2025 Q4	$3.49K	Sell	405 -3,077	-88%	-$340K	0.06%	148
2025 Q3	$379K	Hold	3,482	–	–	0.05%	147
2025 Q2	$317K	Sell	3,482 -5,410	-61%	-$459K	0.04%	155
2025 Q1	$746K	Buy	8,892 +4,965	+126%	+$417K	0.13%	121
2024 Q4	$302K	Hold	3,927	–	–	0.05%	159
2024 Q3	$282K	Hold	3,927	–	–	0.06%	148
2024 Q2	$235K	Hold	3,927	–	–	﹤0.01%	171
2024 Q1	$226K	Hold	3,927	–	–	0.04%	195
2023 Q4	$204K	Buy	+3,927	New	+$181K	0.04%	193

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

LM Advisors's BNY Position: Q2 2026 in Review

LM Advisors increased its Bank of New York Mellon (BNY) stake by 742% in Q2 2026, buying an estimated $421K and bringing the position to 3,496 shares worth $506K. The position accounts for 0.06% of the portfolio, ranked #154.

LM Advisors first reported a position in BNY in Q4 2023 and has held it in 11 quarters since. The position peaked at $746K in Q1 2025. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

LM Advisors held 3,496 shares of Bank of New York Mellon worth $506K as of Q2 2026.
LM Advisors bought 3,081 Bank of New York Mellon shares in Q2 2026, an estimated $421K.
Bank of New York Mellon made up 0.06% of LM Advisors's portfolio in Q2 2026, its #154 holding.
LM Advisors first reported a position in Bank of New York Mellon in Q4 2023 and has held it in 11 quarters since.
LM Advisors's Bank of New York Mellon position peaked at $746K in Q1 2025.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.