Nalls Sherbakoff Group’s Bank of New York Mellon BNY Stock Holding History

Nalls Sherbakoff 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	$17.1K	Hold	118	–	–	0.01%	254
2026 Q1	$14K	Hold	118	–	–	0.01%	285
2025 Q4	$13.7K	Hold	118	–	–	0.01%	306
2025 Q3	$12.9K	Hold	118	–	–	0.01%	308
2025 Q2	$10.8K	Hold	118	–	–	0.01%	324
2025 Q1	$9.9K	Buy	+118	New	+$9.92K	0.01%	296
2023 Q4	$6.14K	Hold	118	–	–	0.01%	291
2023 Q3	$5.03K	Hold	118	–	–	﹤0.01%	297
2023 Q2	$4.74K	Hold	118	–	–	﹤0.01%	305
2023 Q1	$5.3K	Buy	+118	New	+$5.72K	0.01%	298
2018 Q4	$6K	Buy	+118	New	+$5.73K	0.01%	299

Other funds holding BNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Nalls Sherbakoff Group's BNY Position: Q2 2026 in Review

Nalls Sherbakoff Group held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 118 shares worth $17.1K. The position accounts for 0.01% of the portfolio, ranked #254.

Nalls Sherbakoff Group first reported a position in BNY in Q4 2018 and has held it in 11 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Nalls Sherbakoff Group held 118 shares of Bank of New York Mellon worth $17.1K as of Q2 2026.
Nalls Sherbakoff Group left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up 0.01% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #254 holding.
Nalls Sherbakoff Group first reported a position in Bank of New York Mellon in Q4 2018 and has held it in 11 quarters since.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.