Ogorek Anthony Joseph’s Bank of New York Mellon BNY Stock Holding History

Ogorek Anthony Joseph’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	$48K	Hold	332	–	–	0.01%	180
2026 Q1	$39K	Sell	332 -20	-6%	-$2.38K	0.01%	191
2025 Q4	$40K	Sell	352 -56	-14%	-$6.2K	0.01%	181
2025 Q3	$44K	Sell	408 -40	-9%	-$4.08K	0.01%	176
2025 Q2	$40K	Sell	448 -23	-5%	-$1.95K	0.01%	180
2025 Q1	$39K	Buy	+471	New	+$39.6K	0.01%	180
2017 Q1	–	Sell	-159	Closed	-$6K	–	64
2016 Q4	$6K	Hold	159	–	–	0.01%	54
2016 Q3	$6K	Hold	159	–	–	0.01%	54
2016 Q2	$6K	Hold	159	–	–	0.01%	58
2016 Q1	$6K	Hold	159	–	–	﹤0.01%	52
2015 Q4	$7K	Buy	+159	New	+$6.68K	0.01%	56

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

Ogorek Anthony Joseph's BNY Position: Q2 2026 in Review

Ogorek Anthony Joseph held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 332 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #180.

Ogorek Anthony Joseph first reported a position in BNY in Q4 2015 and has held it in 11 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Ogorek Anthony Joseph held 332 shares of Bank of New York Mellon worth $48K as of Q2 2026.
Ogorek Anthony Joseph left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up 0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #180 holding.
Ogorek Anthony Joseph first reported a position in Bank of New York Mellon in Q4 2015 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 Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.