Machina Capital’s Bank of New York Mellon BNY Stock Holding History

Machina Capital’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	$5.29M	Buy	36,586 +17,380	+90%	+$2.38M	0.84%	17
2026 Q1	$2.28M	Sell	19,206 -11,589	-38%	-$1.38M	0.45%	76
2025 Q4	$3.57M	Buy	+30,795	New	+$3.41M	0.68%	36
2025 Q3	–	Sell	-13,175	Closed	-$1.2M	–	328
2025 Q2	$1.2M	Buy	13,175 +8,650	+191%	+$735K	0.25%	141
2025 Q1	$380K	Sell	4,525 -13,527	-75%	-$1.14M	0.11%	226
2024 Q4	$1.39M	Buy	+18,052	New	+$1.4M	0.58%	54
2024 Q2	–	Sell	-10,943	Closed	-$631K	–	272
2024 Q1	$631K	Buy	+10,943	New	+$602K	0.33%	123
2023 Q2	–	Sell	-3,200	Closed	-$145K	–	284
2023 Q1	$145K	Buy	+3,200	New	+$155K	0.13%	221

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

Machina Capital's BNY Position: Q2 2026 in Review

Machina Capital increased its Bank of New York Mellon (BNY) stake by 90% in Q2 2026, buying an estimated $2.38M and bringing the position to 36,586 shares worth $5.29M. The position accounts for 0.84% of the portfolio, ranked #17.

Machina Capital first reported a position in BNY in Q1 2023 and has held it in 8 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Machina Capital held 36,586 shares of Bank of New York Mellon worth $5.29M as of Q2 2026.
Machina Capital bought 17,380 Bank of New York Mellon shares in Q2 2026, an estimated $2.38M.
Bank of New York Mellon made up 0.84% of Machina Capital's portfolio in Q2 2026, its #17 holding.
Machina Capital first reported a position in Bank of New York Mellon in Q1 2023 and has held it in 8 quarters since.
1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Machina Capital's 13F filing for Q2 2026, filed 10 Aug 2026.