MIC
BNY

Means Investment Company’s Bank of New York Mellon BNY Stock Holding History

Means Investment Company’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 		$417K Sell
2,886
-19
-0.7% -$2.6K 0.03% 142
2026
Q1 		$345K Buy
2,905
+2
+0.1% +$238 0.03% 153
2025
Q4 		$337K Sell
2,903
-117
-4% -$12.9K 0.03% 146
2025
Q3 		$329K Sell
3,020
-67
-2% -$6.83K 0.03% 155
2025
Q2 		$281K Sell
3,087
-61
-2% -$5.18K 0.03% 162
2025
Q1 		$264K Buy
3,148
+4
+0.1% +$336 0.03% 169
2024
Q4 		$242K Buy
3,144
+5
+0.2% +$386 0.03% 186
2024
Q3 		$226K Buy
+3,139
New +$206K 0.03% 192

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

Means Investment Company's BNY Position: Q2 2026 in Review

Means Investment Company reduced its Bank of New York Mellon (BNY) stake by 0.65% in Q2 2026, selling an estimated $2.6K and leaving 2,886 shares worth $417K. The position accounts for 0.03% of the portfolio, ranked #142.

Means Investment Company first reported a position in BNY in Q3 2024 and has held it in 8 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Means Investment Company held 2,886 shares of Bank of New York Mellon worth $417K as of Q2 2026.
  • Means Investment Company sold 19 Bank of New York Mellon shares in Q2 2026, an estimated $2.6K.
  • Bank of New York Mellon made up 0.03% of Means Investment Company's portfolio in Q2 2026, its #142 holding.
  • Means Investment Company first reported a position in Bank of New York Mellon in Q3 2024 and has held it in 8 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.