LRI Investments’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
Other funds holding BNY
LRI Investments's BNY Position: Q2 2026 in Review
LRI Investments increased its Bank of New York Mellon (BNY) stake by 1.3% in Q2 2026, buying an estimated $684 and bringing the position to 392 shares worth $56.7K. The position accounts for ﹤0.01% of the portfolio, ranked #541.
LRI Investments first reported a position in BNY in Q1 2024 and has held it in 10 quarters since. The position peaked at $89.8K in Q3 2024. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.
- LRI Investments held 392 shares of Bank of New York Mellon worth $56.7K as of Q2 2026.
- LRI Investments bought 5 Bank of New York Mellon shares in Q2 2026, an estimated $684.
- Bank of New York Mellon made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #541 holding.
- LRI Investments first reported a position in Bank of New York Mellon in Q1 2024 and has held it in 10 quarters since.
- LRI Investments's Bank of New York Mellon position peaked at $89.8K in Q3 2024.
- 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.
Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.