May Barnhard Investments’s Bank of New York Mellon BNY Stock Holding History

May Barnhard Investments’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	$612K	Hold	4,230	–	–	0.25%	57
2026 Q1	$502K	Sell	4,230 -256	-6%	-$30.4K	0.24%	61
2025 Q4	$521K	Sell	4,486 -70	-2%	-$7.75K	0.25%	57
2025 Q3	$496K	Sell	4,556 -1,283	-22%	-$131K	0.23%	59
2025 Q2	$532K	Buy	5,839 +33	+0.6%	+$2.8K	0.25%	61
2025 Q1	$487K	Buy	+5,806	New	+$488K	0.24%	66

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

May Barnhard Investments's BNY Position: Q2 2026 in Review

May Barnhard Investments held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 4,230 shares worth $612K. The position accounts for 0.25% of the portfolio, ranked #57.

May Barnhard Investments first reported a position in BNY in Q1 2025 and has held it in 6 quarters since. 1,882 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

May Barnhard Investments held 4,230 shares of Bank of New York Mellon worth $612K as of Q2 2026.
May Barnhard Investments left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up 0.25% of May Barnhard Investments's portfolio in Q2 2026, its #57 holding.
May Barnhard Investments first reported a position in Bank of New York Mellon in Q1 2025 and has held it in 6 quarters since.
1,882 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.