O'Brien Greene & Co’s Bank of New York Mellon BNY Stock Holding History

O'Brien Greene & Co’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	$635K	Hold	4,391	–	–	0.18%	79
2026 Q1	$521K	Hold	4,391	–	–	0.15%	91
2025 Q4	$510K	Hold	4,391	–	–	0.15%	87
2025 Q3	$478K	Hold	4,391	–	–	0.15%	82
2025 Q2	$400K	Hold	4,391	–	–	0.13%	91
2025 Q1	$368K	Hold	4,391	–	–	0.12%	96
2024 Q4	$337K	Hold	4,391	–	–	0.11%	105
2024 Q3	$316K	Hold	4,391	–	–	0.1%	111
2024 Q2	$263K	Hold	4,391	–	–	0.08%	119
2024 Q1	$253K	Hold	4,391	–	–	0.08%	118
2023 Q4	$229K	Buy	+4,391	New	+$202K	0.08%	121
2023 Q2	–	Sell	-4,406	Closed	-$200K	–	123
2023 Q1	$200K	Hold	4,406	–	–	0.07%	120
2022 Q4	$201K	Buy	+4,406	New	+$189K	0.08%	123
2022 Q2	–	Sell	-4,406	Closed	-$219K	–	132
2022 Q1	$219K	Hold	4,406	–	–	0.07%	126
2021 Q4	$256K	Hold	4,406	–	–	0.08%	125
2021 Q3	$228K	Hold	4,406	–	–	0.08%	123
2021 Q2	$226K	Hold	4,406	–	–	0.08%	128
2021 Q1	$208K	Buy	+4,406	New	+$194K	0.08%	125

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

O'Brien Greene & Co's BNY Position: Q2 2026 in Review

O'Brien Greene & Co held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 4,391 shares worth $635K. The position accounts for 0.18% of the portfolio, ranked #79.

O'Brien Greene & Co first reported a position in BNY in Q1 2021 and has held it in 18 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

O'Brien Greene & Co held 4,391 shares of Bank of New York Mellon worth $635K as of Q2 2026.
O'Brien Greene & Co left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up 0.18% of O'Brien Greene & Co's portfolio in Q2 2026, its #79 holding.
O'Brien Greene & Co first reported a position in Bank of New York Mellon in Q1 2021 and has held it in 18 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on O'Brien Greene & Co's 13F filing for Q2 2026, filed 6 Aug 2026.