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

Maltese Capital 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	$2.94M	Buy	20,300 +3,800	+23%	+$520K	0.54%	66
2026 Q1	$1.96M	Sell	16,500 -3,000	-15%	-$357K	0.39%	77
2025 Q4	$2.26M	Buy	19,500 +5,800	+42%	+$642K	0.4%	79
2025 Q3	$1.49M	Sell	13,700 -1,300	-9%	-$133K	0.23%	99
2025 Q2	$1.37M	Buy	+15,000	New	+$1.27M	0.19%	102
2021 Q2	–	Sell	-10,000	Closed	-$473K	–	145
2021 Q1	$473K	Buy	+10,000	New	+$440K	0.06%	152
2020 Q3	–	Sell	-104,500	Closed	-$4.04M	–	158
2020 Q2	$4.04M	Buy	+104,500	New	+$3.82M	0.54%	63
2017 Q4	–	Sell	-95,000	Closed	-$5.04M	–	197
2017 Q3	$5.04M	Buy	+95,000	New	+$4.99M	0.43%	84
2016 Q4	–	Sell	-232,500	Closed	-$9.27M	–	186
2016 Q3	$9.27M	Buy	232,500 +114,300	+97%	+$4.57M	1.12%	24
2016 Q2	$4.59M	Buy	+118,200	New	+$4.7M	0.57%	68
2016 Q1	–	Sell	-125,000	Closed	-$5.15M	–	209
2015 Q4	$5.15M	Sell	125,000 -45,000	-26%	-$1.89M	0.6%	56
2015 Q3	$6.66M	Buy	170,000 +75,000	+79%	+$3.12M	0.74%	42
2015 Q2	$3.99M	Sell	95,000 -60,000	-39%	-$2.56M	0.45%	82
2015 Q1	$6.24M	Buy	155,000 +8,900	+6%	+$347K	0.73%	44
2014 Q4	$5.93M	Buy	+146,100	New	+$5.72M	0.7%	49

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

Maltese Capital Management's BNY Position: Q2 2026 in Review

Maltese Capital Management increased its Bank of New York Mellon (BNY) stake by 23% in Q2 2026, buying an estimated $520K and bringing the position to 20,300 shares worth $2.94M. The position accounts for 0.54% of the portfolio, ranked #66.

Maltese Capital Management first reported a position in BNY in Q4 2014 and has held it in 15 quarters since. The position peaked at $9.27M in Q3 2016. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Maltese Capital Management held 20,300 shares of Bank of New York Mellon worth $2.94M as of Q2 2026.
Maltese Capital Management bought 3,800 Bank of New York Mellon shares in Q2 2026, an estimated $520K.
Bank of New York Mellon made up 0.54% of Maltese Capital Management's portfolio in Q2 2026, its #66 holding.
Maltese Capital Management first reported a position in Bank of New York Mellon in Q4 2014 and has held it in 15 quarters since.
Maltese Capital Management's Bank of New York Mellon position peaked at $9.27M in Q3 2016.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

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