ML
BNY

McAdam LLC’s Bank of New York Mellon BNY Stock Holding History

McAdam LLC’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 		$357K Buy
2,470
+111
+5% +$15.2K 0.01% 344
2026
Q1 		$280K Buy
2,359
+206
+10% +$24.5K 0.01% 358
2025
Q4 		$250K Buy
2,153
+19
+0.9% +$2.1K 0.01% 359
2025
Q3 		$232K Buy
+2,134
New +$218K 0.01% 359
2018
Q4 		– Sell
-1,384
Closed -$72K – 115
2018
Q3 		$72K Sell
1,384
-14
-1% -$737 0.03% 138
2018
Q2 		$75K Sell
1,398
-46
-3% -$2.54K 0.03% 122
2018
Q1 		$74K Buy
+1,444
New +$80.3K 0.03% 125

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

McAdam LLC's BNY Position: Q2 2026 in Review

McAdam LLC increased its Bank of New York Mellon (BNY) stake by 4.7% in Q2 2026, buying an estimated $15.2K and bringing the position to 2,470 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #344.

McAdam LLC first reported a position in BNY in Q1 2018 and has held it in 7 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • McAdam LLC held 2,470 shares of Bank of New York Mellon worth $357K as of Q2 2026.
  • McAdam LLC bought 111 Bank of New York Mellon shares in Q2 2026, an estimated $15.2K.
  • Bank of New York Mellon made up 0.01% of McAdam LLC's portfolio in Q2 2026, its #344 holding.
  • McAdam LLC first reported a position in Bank of New York Mellon in Q1 2018 and has held it in 7 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.