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

Macroview 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	$378K	Sell	2,613 -28	-1%	-$3.83K	0.23%	75
2026 Q1	$313K	Buy	2,641 +16	+0.6%	+$1.9K	0.22%	79
2025 Q4	$305K	Buy	2,625 +200	+8%	+$22.1K	0.21%	80
2025 Q3	$264K	Hold	2,425	–	–	0.2%	81
2025 Q2	$221K	Sell	2,425 -125	-5%	-$10.6K	0.18%	92
2025 Q1	$214K	Buy	+2,550	New	+$214K	0.2%	80
2024 Q4	–	Sell	-2,400	Closed	-$172K	–	139
2024 Q3	$172K	Hold	2,400	–	–	0.17%	81
2024 Q2	$144K	Hold	2,400	–	–	0.15%	85
2024 Q1	$138K	Hold	2,400	–	–	0.15%	94
2023 Q4	$125K	Hold	2,400	–	–	0.15%	101
2023 Q3	$102K	Buy	+2,400	New	+$107K	0.14%	91
2023 Q1	–	Sell	-257	Closed	-$11.7K	–	461
2022 Q4	$11.7K	Buy	+257	New	+$11K	0.02%	185
2020 Q3	–	Sell	-65	Closed	-$3K	–	317
2020 Q2	$3K	Buy	+65	New	+$2.38K	0.01%	173

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

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

Macroview Investment Management reduced its Bank of New York Mellon (BNY) stake by 1.1% in Q2 2026, selling an estimated $3.83K and leaving 2,613 shares worth $378K. The position accounts for 0.23% of the portfolio, ranked #75.

Macroview Investment Management first reported a position in BNY in Q2 2020 and has held it in 13 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Macroview Investment Management held 2,613 shares of Bank of New York Mellon worth $378K as of Q2 2026.
Macroview Investment Management sold 28 Bank of New York Mellon shares in Q2 2026, an estimated $3.83K.
Bank of New York Mellon made up 0.23% of Macroview Investment Management's portfolio in Q2 2026, its #75 holding.
Macroview Investment Management first reported a position in Bank of New York Mellon in Q2 2020 and has held it in 13 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Macroview Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.