MIM
BNY

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

MTM 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 		$2.46M Buy
17,014
+30
+0.2% +$4.1K 0.7% 38
2026
Q1 		$2.01M Buy
16,984
+274
+2% +$32.6K 0.64% 38
2025
Q4 		$1.94M Buy
16,710
+258
+2% +$28.5K 0.62% 44
2025
Q3 		$1.79M Sell
16,452
-174
-1% -$17.7K 0.57% 45
2025
Q2 		$1.51M Buy
16,626
+6,476
+64% +$550K 0.51% 50
2025
Q1 		$850K Buy
10,150
+99
+1% +$8.32K 0.33% 83
2024
Q4 		$772K Buy
+10,051
New +$777K 0.3% 84

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

MTM Investment Management's BNY Position: Q2 2026 in Review

MTM Investment Management increased its Bank of New York Mellon (BNY) stake by 0.18% in Q2 2026, buying an estimated $4.1K and bringing the position to 17,014 shares worth $2.46M. The position accounts for 0.7% of the portfolio, ranked #38.

MTM Investment Management first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • MTM Investment Management held 17,014 shares of Bank of New York Mellon worth $2.46M as of Q2 2026.
  • MTM Investment Management bought 30 Bank of New York Mellon shares in Q2 2026, an estimated $4.1K.
  • Bank of New York Mellon made up 0.7% of MTM Investment Management's portfolio in Q2 2026, its #38 holding.
  • MTM Investment Management first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.