Meridian Investment Counsel’s Bank of New York Mellon BNY Stock Holding History

Meridian Investment Counsel’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	$487K	Buy	3,365 +165	+5%	+$22.6K	0.1%	165
2026 Q1	$380K	Hold	3,200	–	–	0.09%	181
2025 Q4	$371K	Hold	3,200	–	–	0.09%	177
2025 Q3	$349K	Sell	3,200 -200	-6%	-$20.4K	0.09%	178
2025 Q2	$310K	Hold	3,400	–	–	0.08%	180
2025 Q1	$285K	Sell	3,400 -400	-11%	-$33.6K	0.08%	185
2024 Q4	$292K	Hold	3,800	–	–	0.09%	182
2024 Q3	$273K	Sell	3,800 -1,167	-23%	-$76.8K	0.08%	183
2024 Q2	$297K	Hold	4,967	–	–	0.09%	174
2024 Q1	$286K	Sell	4,967 -700	-12%	-$38.5K	0.1%	180
2023 Q4	$295K	Sell	5,667 -200	-3%	-$9.21K	0.1%	176
2023 Q3	$250K	Sell	5,867 -400	-6%	-$17.8K	0.09%	180
2023 Q2	$279K	Hold	6,267	–	–	0.1%	177
2023 Q1	$285K	Hold	6,267	–	–	0.11%	171
2022 Q4	$285K	Sell	6,267 -800	-11%	-$34.3K	0.11%	165
2022 Q3	$272K	Sell	7,067 -100	-1%	-$4.26K	0.12%	161
2022 Q2	$299K	Buy	7,167 +200	+3%	+$8.91K	0.12%	160
2022 Q1	$346K	Buy	6,967 +2,400	+53%	+$136K	0.12%	161
2021 Q4	$265K	Buy	+4,567	New	+$263K	0.09%	184

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 $3.38T AUM 44.17% 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

Meridian Investment Counsel's BNY Position: Q2 2026 in Review

Meridian Investment Counsel increased its Bank of New York Mellon (BNY) stake by 5.2% in Q2 2026, buying an estimated $22.6K and bringing the position to 3,365 shares worth $487K. The position accounts for 0.1% of the portfolio, ranked #165.

Meridian Investment Counsel first reported a position in BNY in Q4 2021 and has held it in 19 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Meridian Investment Counsel held 3,365 shares of Bank of New York Mellon worth $487K as of Q2 2026.
Meridian Investment Counsel bought 165 Bank of New York Mellon shares in Q2 2026, an estimated $22.6K.
Bank of New York Mellon made up 0.1% of Meridian Investment Counsel's portfolio in Q2 2026, its #165 holding.
Meridian Investment Counsel first reported a position in Bank of New York Mellon in Q4 2021 and has held it in 19 quarters since.
1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.