Morse Asset Management’s Bank of New York Mellon BNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.69M Buy
11,664
+11,111
+2,009% +$1.52M 0.28% 73
2026
Q1
$65.6K Buy
553
+26
+5% +$3.09K 0.01% 208
2025
Q4
$61.2K Buy
527
+65
+14% +$7.19K 0.01% 208
2025
Q3
$50.3K Buy
+462
New +$47.1K 0.01% 202

Other funds holding BNY

Morse Asset Management's BNY Position: Q2 2026 in Review

Morse Asset Management increased its Bank of New York Mellon (BNY) stake by 2,009% in Q2 2026, buying an estimated $1.52M and bringing the position to 11,664 shares worth $1.69M. The position accounts for 0.28% of the portfolio, ranked #73.

Morse Asset Management first reported a position in BNY in Q3 2025 and has held it in 4 quarters since. 1,879 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Morse Asset Management held 11,664 shares of Bank of New York Mellon worth $1.69M as of Q2 2026.
  • Morse Asset Management bought 11,111 Bank of New York Mellon shares in Q2 2026, an estimated $1.52M.
  • Bank of New York Mellon made up 0.28% of Morse Asset Management's portfolio in Q2 2026, its #73 holding.
  • Morse Asset Management first reported a position in Bank of New York Mellon in Q3 2025 and has held it in 4 quarters since.
  • 1,879 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.