MV Capital 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
$119K Buy
825
+7
+0.9% +$957 0.01% 239
2026
Q1
$97K Sell
818
-1,332
-62% -$158K 0.01% 248
2025
Q4
$250K Sell
2,150
-754
-26% -$83.4K 0.02% 168
2025
Q3
$316K Sell
2,904
-334
-10% -$34.1K 0.03% 146
2025
Q2
$295K Sell
3,238
-16
-0.5% -$1.36K 0.03% 147
2025
Q1
$273K Hold
3,254
0.03% 152
2024
Q4
$250K Buy
3,254
+639
+24% +$49.4K 0.03% 154
2024
Q3
$188K Buy
2,615
+449
+21% +$29.5K 0.02% 178
2024
Q2
$130K Buy
2,166
+348
+19% +$20.1K 0.01% 200
2024
Q1
$105K Buy
1,818
+238
+15% +$13.1K 0.01% 220
2023
Q4
$82.2K Buy
1,580
+42
+3% +$1.93K 0.01% 241
2023
Q3
$65.6K Sell
1,538
-1,109
-42% -$49.4K 0.01% 260
2023
Q2
$118K Sell
2,647
-56
-2% -$2.4K 0.02% 195
2023
Q1
$123K Buy
2,703
+1,956
+262% +$94.8K 0.02% 180
2022
Q4
$34K Buy
747
+207
+38% +$8.88K 0.01% 275
2022
Q3
$21K Sell
540
-85
-14% -$3.62K ﹤0.01% 325
2022
Q2
$26K Buy
625
+84
+16% +$3.74K ﹤0.01% 290
2022
Q1
$27K Buy
541
+40
+8% +$2.27K ﹤0.01% 290
2021
Q4
$29K Buy
501
+37
+8% +$2.13K ﹤0.01% 266
2021
Q3
$24K Buy
464
+80
+21% +$4.16K ﹤0.01% 282
2021
Q2
$20K Buy
384
+156
+68% +$7.8K ﹤0.01% 279
2021
Q1
$11K Buy
228
+28
+14% +$1.23K ﹤0.01% 243
2020
Q4
$8K Hold
200
﹤0.01% 250
2020
Q3
$7K Hold
200
﹤0.01% 231
2020
Q2
$8K Hold
200
﹤0.01% 234
2020
Q1
$7K Hold
200
﹤0.01% 229
2019
Q4
$10K Hold
200
﹤0.01% 243
2019
Q3
$9K Hold
200
﹤0.01% 244
2019
Q2
$9K Hold
200
﹤0.01% 239
2019
Q1
$10K Buy
+200
New +$10.3K ﹤0.01% 224

Other funds holding BNY

MV Capital Management's BNY Position: Q2 2026 in Review

MV Capital Management increased its Bank of New York Mellon (BNY) stake by 0.86% in Q2 2026, buying an estimated $957 and bringing the position to 825 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #239.

MV Capital Management first reported a position in BNY in Q1 2019 and has held it in 30 quarters since. The position peaked at $316K in Q3 2025. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • MV Capital Management held 825 shares of Bank of New York Mellon worth $119K as of Q2 2026.
  • MV Capital Management bought 7 Bank of New York Mellon shares in Q2 2026, an estimated $957.
  • Bank of New York Mellon made up 0.01% of MV Capital Management's portfolio in Q2 2026, its #239 holding.
  • MV Capital Management first reported a position in Bank of New York Mellon in Q1 2019 and has held it in 30 quarters since.
  • MV Capital Management's Bank of New York Mellon position peaked at $316K in Q3 2025.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.