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

Marco 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	$452K	Hold	3,127	–	–	0.03%	159
2026 Q1	$371K	Hold	3,127	–	–	0.03%	158
2025 Q4	$363K	Hold	3,127	–	–	0.03%	163
2025 Q3	$341K	Hold	3,127	–	–	0.03%	164
2025 Q2	$285K	Buy	3,127 +127	+4%	+$10.8K	0.02%	177
2025 Q1	$252K	Sell	3,000 -400	-12%	-$33.6K	0.02%	183
2024 Q4	$261K	Hold	3,400	–	–	0.02%	182
2024 Q3	$244K	Buy	+3,400	New	+$224K	0.02%	199
2021 Q4	–	Sell	-58,600	Closed	-$3.04M	–	222
2021 Q3	$3.04M	Hold	58,600	–	–	0.33%	77
2021 Q2	$3M	Hold	58,600	–	–	0.35%	74
2021 Q1	$2.77M	Hold	58,600	–	–	0.36%	69
2020 Q4	$2.49M	Buy	58,600 +2,500	+4%	+$96K	0.36%	70
2020 Q3	$1.93M	Sell	56,100 -2,900	-5%	-$106K	0.32%	68
2020 Q2	$2.28M	Hold	59,000	–	–	0.42%	59
2020 Q1	$1.99M	Sell	59,000 -7,000	-11%	-$294K	0.42%	59
2019 Q4	$3.32M	Buy	66,000 +500	+0.8%	+$23.9K	0.52%	55
2019 Q3	$2.96M	Sell	65,500 -100	-0.2%	-$4.45K	0.51%	56
2019 Q2	$2.9M	Hold	65,600	–	–	0.52%	59
2019 Q1	$3.31M	Sell	65,600 -500	-0.8%	-$25.8K	0.61%	49
2018 Q4	$3.11M	Sell	66,100 -1,700	-3%	-$82.6K	0.62%	49
2018 Q3	$3.46M	Hold	67,800	–	–	0.49%	58
2018 Q2	$3.66M	Sell	67,800 -1,800	-3%	-$99.3K	0.57%	53
2018 Q1	$3.59M	Sell	69,600 -900	-1%	-$50.1K	0.56%	54
2017 Q4	$3.8M	Sell	70,500 -1,500	-2%	-$79.9K	0.58%	52
2017 Q3	$3.82M	Buy	72,000 +9,000	+14%	+$472K	0.6%	52
2017 Q2	$3.21M	Sell	63,000 -1,100	-2%	-$52.6K	0.53%	61
2017 Q1	$3.03M	Hold	64,100	–	–	0.51%	59
2016 Q4	$3.04M	Sell	64,100 -600	-0.9%	-$27.1K	0.53%	60
2016 Q3	$2.58M	Hold	64,700	–	–	0.46%	64
2016 Q2	$2.51M	Buy	64,700 +200	+0.3%	+$7.96K	0.47%	64
2016 Q1	$2.38M	Hold	64,500	–	–	0.34%	71
2015 Q4	$2.66M	Sell	64,500 -580,500	-90%	-$24.4M	0.49%	63
2015 Q3	$2.52M	Buy	645,000 +580,500	+900%	+$24.1M	0.5%	65
2015 Q2	$2.71M	Sell	64,500 -3,600	-5%	-$153K	0.45%	70
2015 Q1	$2.74M	Buy	68,100 +7,200	+12%	+$280K	0.48%	67
2014 Q4	$2.47M	Sell	60,900 -2,200	-3%	-$86.1K	0.31%	77
2014 Q3	$2.44M	Buy	63,100 +1,100	+2%	+$42.8K	0.34%	72
2014 Q2	$2.32M	Hold	62,000	–	–	0.44%	74
2014 Q1	$2.19M	Sell	62,000 -1,000	-2%	-$33K	0.46%	74
2013 Q4	$2.2M	Sell	63,000 -2,784	-4%	-$90.6K	0.12%	75
2013 Q3	$1.99M	Buy	65,784 +21,500	+49%	+$659K	0.46%	75
2013 Q2	$1.24M	Buy	+44,284	New	+$1.27M	0.36%	64

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

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

Marco Investment Management held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 3,127 shares worth $452K. The position accounts for 0.03% of the portfolio, ranked #159.

Marco Investment Management first reported a position in BNY in Q2 2013 and has held it in 42 quarters since. The position peaked at $3.82M in Q3 2017. 1,881 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Marco Investment Management held 3,127 shares of Bank of New York Mellon worth $452K as of Q2 2026.
Marco Investment Management left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up 0.03% of Marco Investment Management's portfolio in Q2 2026, its #159 holding.
Marco Investment Management first reported a position in Bank of New York Mellon in Q2 2013 and has held it in 42 quarters since.
Marco Investment Management's Bank of New York Mellon position peaked at $3.82M in Q3 2017.
1,881 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Marco Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.