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

New York Life 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	$14.8M	Sell	102,194 -303	-0.3%	-$41.4K	0.1%	162
2026 Q1	$12.2M	Buy	102,497 +1,023	+1%	+$122K	0.1%	172
2025 Q4	$11.8M	Sell	101,474 -1,442	-1%	-$160K	0.1%	167
2025 Q3	$11.2M	Sell	102,916 -4,174	-4%	-$426K	0.1%	181
2025 Q2	$9.76M	Buy	107,090 +884	+0.8%	+$75.1K	0.09%	200
2025 Q1	$8.91M	Sell	106,206 -1,847	-2%	-$155K	0.09%	204
2024 Q4	$8.3M	Sell	108,053 -1,351	-1%	-$104K	0.08%	223
2024 Q3	$7.86M	Sell	109,404 -5,774	-5%	-$380K	0.08%	240
2024 Q2	$6.9M	Sell	115,178 -574	-0.5%	-$33.2K	0.07%	254
2024 Q1	$6.67M	Sell	115,752 -6,184	-5%	-$340K	0.07%	263
2023 Q4	$6.35M	Sell	121,936 -51,664	-30%	-$2.38M	0.07%	259
2023 Q3	$7.4M	Buy	173,600 +617	+0.4%	+$27.5K	0.08%	225
2023 Q2	$7.7M	Sell	172,983 -3,923	-2%	-$168K	0.08%	234
2023 Q1	$8.04M	Buy	176,906 +59,272	+50%	+$2.87M	0.09%	230
2022 Q4	$5.35M	Buy	117,634 +1,587	+1%	+$68.1K	0.06%	315
2022 Q3	$4.47M	Sell	116,047 -1,660	-1%	-$70.8K	0.05%	336
2022 Q2	$4.91M	Buy	+117,707	New	+$5.24M	0.06%	313
2015 Q4	–	Sell	-8,008	Closed	-$314K	–	71
2015 Q3	$314K	Buy	8,008 +527	+7%	+$21.9K	0.03%	162
2015 Q2	$314K	Sell	7,481 -1,144	-13%	-$48.7K	0.04%	164
2015 Q1	$347K	Buy	+8,625	New	+$336K	0.04%	143

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 $3.38T AUM 44.17% 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

New York Life Investment Management's BNY Position: Q2 2026 in Review

New York Life Investment Management reduced its Bank of New York Mellon (BNY) stake by 0.3% in Q2 2026, selling an estimated $41.4K and leaving 102,194 shares worth $14.8M. The position accounts for 0.1% of the portfolio, ranked #162.

New York Life Investment Management first reported a position in BNY in Q1 2015 and has held it in 20 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

New York Life Investment Management held 102,194 shares of Bank of New York Mellon worth $14.8M as of Q2 2026.
New York Life Investment Management sold 303 Bank of New York Mellon shares in Q2 2026, an estimated $41.4K.
Bank of New York Mellon made up 0.1% of New York Life Investment Management's portfolio in Q2 2026, its #162 holding.
New York Life Investment Management first reported a position in Bank of New York Mellon in Q1 2015 and has held it in 20 quarters since.
1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.