Mechanics Bank - Trust Department’s Bank of New York Mellon BNY Stock Holding History

Mechanics Bank - Trust Department’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	$206K	Buy	+1,425	New	+$195K	0.03%	209
2014 Q2	–	Sell	-8,900	Closed	-$314K	–	152
2014 Q1	$314K	Hold	8,900	–	–	0.07%	125
2013 Q4	$311K	Hold	8,900	–	–	0.08%	120
2013 Q3	$269K	Hold	8,900	–	–	0.07%	124
2013 Q2	$250K	Buy	+8,900	New	+$256K	0.07%	125

Other funds holding BNY

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Mechanics Bank - Trust Department's BNY Position: Q2 2026 in Review

Mechanics Bank - Trust Department opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 1,425 shares worth $206K. The stake represents 0.03% of the portfolio and ranks #209 among its holdings. This is a return to the name: Mechanics Bank - Trust Department previously reported a position in BNY as recently as Q1 2014.

Mechanics Bank - Trust Department first reported a position in BNY in Q2 2013 and has held it in 5 quarters since. The position peaked at $314K in Q1 2014. 1,022 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Mechanics Bank - Trust Department held 1,425 shares of Bank of New York Mellon worth $206K as of Q2 2026.
Bank of New York Mellon was a new Mechanics Bank - Trust Department position in Q2 2026.
Bank of New York Mellon made up 0.03% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #209 holding.
Mechanics Bank - Trust Department first reported a position in Bank of New York Mellon in Q2 2013 and has held it in 5 quarters since.
Mechanics Bank - Trust Department's Bank of New York Mellon position peaked at $314K in Q1 2014.
1,022 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.