Loudon Investment Management’s Bank of New York Mellon BNY Stock Holding History

Loudon Investment Management’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	$1.21M	Sell	8,337 -840	-9%	-$115K	0.59%	44
2026 Q1	$1.09M	Hold	9,177	–	–	0.59%	44
2025 Q4	$1.07M	Hold	9,177	–	–	0.56%	46
2025 Q3	$1,000K	Sell	9,177 -250	-3%	-$25.5K	0.52%	48
2025 Q2	$859K	Sell	9,427 -860	-8%	-$73K	0.48%	52
2025 Q1	$863K	Buy	10,287 +325	+3%	+$27.3K	0.49%	53
2024 Q4	$765K	Sell	9,962 -150	-1%	-$11.6K	0.44%	54
2024 Q3	$727K	Sell	10,112 -150	-1%	-$9.87K	0.4%	55
2024 Q2	$615K	Hold	10,262	–	–	0.36%	61
2024 Q1	$591K	Sell	10,262 -2,713	-21%	-$149K	0.34%	64
2023 Q4	$675K	Sell	12,975 -138	-1%	-$6.36K	0.42%	58
2023 Q3	$559K	Sell	13,113 -245	-2%	-$10.9K	0.38%	63
2023 Q2	$595K	Sell	13,358 -3,635	-21%	-$156K	0.39%	62
2023 Q1	$772K	Sell	16,993 -1,575	-8%	-$76.4K	0.53%	47
2022 Q4	$845K	Sell	18,568 -734	-4%	-$31.5K	0.61%	47
2022 Q3	$744K	Sell	19,302 -10,900	-36%	-$465K	0.59%	48
2022 Q2	$1.26M	Sell	30,202 -3,718	-11%	-$166K	0.94%	33
2022 Q1	$1.68M	Sell	33,920 -1,253	-4%	-$71.2K	1.11%	29
2021 Q4	$2.04M	Sell	35,173 -565	-2%	-$32.5K	1.3%	27
2021 Q3	$1.85M	Buy	35,738 +843	+2%	+$43.8K	1.32%	29
2021 Q2	$1.79M	Buy	34,895 +7,970	+30%	+$399K	1.22%	32
2021 Q1	$1.27M	Buy	+26,925	New	+$1.18M	0.91%	36

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

Loudon Investment Management's BNY Position: Q2 2026 in Review

Loudon Investment Management reduced its Bank of New York Mellon (BNY) stake by 9.2% in Q2 2026, selling an estimated $115K and leaving 8,337 shares worth $1.21M. The position accounts for 0.59% of the portfolio, ranked #44.

Loudon Investment Management first reported a position in BNY in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.04M in Q4 2021. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Loudon Investment Management held 8,337 shares of Bank of New York Mellon worth $1.21M as of Q2 2026.
Loudon Investment Management sold 840 Bank of New York Mellon shares in Q2 2026, an estimated $115K.
Bank of New York Mellon made up 0.59% of Loudon Investment Management's portfolio in Q2 2026, its #44 holding.
Loudon Investment Management first reported a position in Bank of New York Mellon in Q1 2021 and has held it in 22 quarters since.
Loudon Investment Management's Bank of New York Mellon position peaked at $2.04M in Q4 2021.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Loudon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.