Mechanics Financial Corp’s Bank of New York Mellon BNY Stock Holding History

Mechanics Financial Corp’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	$661K	Buy	4,570 +202	+5%	+$27.6K	0.24%	80
2026 Q1	$518K	Hold	4,368	–	–	0.22%	81
2025 Q4	$507K	Buy	4,368 +350	+9%	+$38.7K	0.19%	76
2025 Q3	$438K	Buy	4,018 +818	+26%	+$83.4K	0.17%	79
2025 Q2	$292K	Hold	3,200	–	–	0.12%	95
2025 Q1	$268K	Buy	3,200 +1,200	+60%	+$101K	0.12%	98
2024 Q4	$154K	Hold	2,000	–	–	0.07%	119
2024 Q3	$144K	Hold	2,000	–	–	0.06%	126
2024 Q2	$120K	Hold	2,000	–	–	0.06%	135
2024 Q1	$115K	Hold	2,000	–	–	0.06%	134
2023 Q4	$104K	Hold	2,000	–	–	0.06%	132
2023 Q3	$85.3K	Hold	2,000	–	–	0.05%	135
2023 Q2	$89K	Hold	2,000	–	–	0.05%	138
2023 Q1	$90.9K	Hold	2,000	–	–	0.05%	139
2022 Q4	$91K	Hold	2,000	–	–	0.05%	139
2022 Q3	$77K	Hold	2,000	–	–	0.05%	142
2022 Q2	$83K	Hold	2,000	–	–	0.05%	142
2022 Q1	$99K	Hold	2,000	–	–	0.05%	137
2021 Q4	$116K	Buy	+2,000	New	+$115K	0.05%	131

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

Mechanics Financial Corp's BNY Position: Q2 2026 in Review

Mechanics Financial Corp increased its Bank of New York Mellon (BNY) stake by 4.6% in Q2 2026, buying an estimated $27.6K and bringing the position to 4,570 shares worth $661K. The position accounts for 0.24% of the portfolio, ranked #80.

Mechanics Financial Corp first reported a position in BNY in Q4 2021 and has held it in 19 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Mechanics Financial Corp held 4,570 shares of Bank of New York Mellon worth $661K as of Q2 2026.
Mechanics Financial Corp bought 202 Bank of New York Mellon shares in Q2 2026, an estimated $27.6K.
Bank of New York Mellon made up 0.24% of Mechanics Financial Corp's portfolio in Q2 2026, its #80 holding.
Mechanics Financial Corp first reported a position in Bank of New York Mellon in Q4 2021 and has held it in 19 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Mechanics Financial Corp's 13F filing for Q2 2026, filed 5 Aug 2026.