MIP
BNY

Mondrian Investment Partners’s Bank of New York Mellon BNY Stock Holding History

Mondrian Investment Partners’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 		$862K Sell
5,960
-555
-9% -$75.9K 0.01% 64
2026
Q1 		$773K Sell
6,515
-34,916
-84% -$4.15M 0.01% 64
2025
Q4 		$4.81M Sell
41,431
-6,953
-14% -$769K 0.08% 52
2025
Q3 		$5.27M Buy
+48,384
New +$4.93M 0.09% 53
2025
Q1 		$84.6M Buy
1,008,568
+37,327
+4% +$3.14M 1.45% 35
2024
Q4 		$83.5M Buy
+971,241
New +$75.1M 1.38% 34

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

Mondrian Investment Partners's BNY Position: Q2 2026 in Review

Mondrian Investment Partners reduced its Bank of New York Mellon (BNY) stake by 8.5% in Q2 2026, selling an estimated $75.9K and leaving 5,960 shares worth $862K. The position accounts for 0.01% of the portfolio, ranked #64.

Mondrian Investment Partners first reported a position in BNY in Q4 2024 and has held it in 6 quarters since. The position peaked at $84.6M in Q1 2025. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Mondrian Investment Partners held 5,960 shares of Bank of New York Mellon worth $862K as of Q2 2026.
  • Mondrian Investment Partners sold 555 Bank of New York Mellon shares in Q2 2026, an estimated $75.9K.
  • Bank of New York Mellon made up 0.01% of Mondrian Investment Partners's portfolio in Q2 2026, its #64 holding.
  • Mondrian Investment Partners first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 6 quarters since.
  • Mondrian Investment Partners's Bank of New York Mellon position peaked at $84.6M in Q1 2025.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Mondrian Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.