Mesirow Financial Investment Management’s Bank of New York Mellon BNY Stock Holding History

Mesirow Financial Investment Management’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	$1.29M	Buy	8,932 +22	+0.2%	+$3.01K	0.02%	250
2026 Q1	$1.06M	Buy	8,910 +1,067	+14%	+$127K	0.02%	260
2025 Q4	$910K	Sell	7,843 -2,726	-26%	-$302K	0.02%	250
2025 Q3	$1.15M	Sell	10,569 -358	-3%	-$36.5K	0.02%	247
2025 Q2	$995K	Buy	10,927 +420	+4%	+$35.7K	0.02%	263
2025 Q1	$881K	Buy	10,507 +364	+4%	+$30.6K	0.02%	269
2024 Q4	$779K	Sell	10,143 -69	-0.7%	-$5.33K	0.02%	290
2024 Q3	$734K	Buy	10,212 +192	+2%	+$12.6K	0.01%	305
2024 Q2	$600K	Sell	10,020 -324	-3%	-$18.7K	0.01%	309
2024 Q1	$596K	Sell	10,344 -400	-4%	-$22K	0.01%	315
2023 Q4	$220K	Buy	+10,744	New	+$495K	0.01%	502

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

Mesirow Financial Investment Management's BNY Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its Bank of New York Mellon (BNY) stake by 0.25% in Q2 2026, buying an estimated $3.01K and bringing the position to 8,932 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #250.

Mesirow Financial Investment Management first reported a position in BNY in Q4 2023 and has held it in 11 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Mesirow Financial Investment Management held 8,932 shares of Bank of New York Mellon worth $1.29M as of Q2 2026.
Mesirow Financial Investment Management bought 22 Bank of New York Mellon shares in Q2 2026, an estimated $3.01K.
Bank of New York Mellon made up 0.02% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #250 holding.
Mesirow Financial Investment Management first reported a position in Bank of New York Mellon in Q4 2023 and has held it in 11 quarters since.
1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.