MEG
BNY

Millstone Evans Group’s Bank of New York Mellon BNY Stock Holding History

Millstone Evans Group’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 		$61.7K Buy
427
+7
+2% +$957 0.03% 307
2026
Q1 		$49.8K Hold
420
– – 0.03% 324
2025
Q4 		$48.8K Hold
420
– – 0.03% 328
2025
Q3 		$45.8K Sell
420
-420
-50% -$42.8K 0.03% 322
2025
Q2 		$76.5K Hold
840
– – 0.05% 239
2025
Q1 		$70.5K Hold
840
– – 0.05% 245
2024
Q4 		$64.5K Buy
+840
New +$64.9K 0.04% 246

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

Millstone Evans Group's BNY Position: Q2 2026 in Review

Millstone Evans Group increased its Bank of New York Mellon (BNY) stake by 1.7% in Q2 2026, buying an estimated $957 and bringing the position to 427 shares worth $61.7K. The position accounts for 0.03% of the portfolio, ranked #307.

Millstone Evans Group first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. The position peaked at $76.5K in Q2 2025. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Millstone Evans Group held 427 shares of Bank of New York Mellon worth $61.7K as of Q2 2026.
  • Millstone Evans Group bought 7 Bank of New York Mellon shares in Q2 2026, an estimated $957.
  • Bank of New York Mellon made up 0.03% of Millstone Evans Group's portfolio in Q2 2026, its #307 holding.
  • Millstone Evans Group first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Bank of New York Mellon position peaked at $76.5K in Q2 2025.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.