Patton Fund Management’s Bank of New York Mellon BNY Stock Holding History

Patton Fund 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	–	Sell	-24,773	Closed	-$2.94M	–	136
2026 Q1	$2.94M	Sell	24,773 -43,981	-64%	-$5.23M	0.5%	60
2025 Q4	$7.98M	Buy	68,754 +40,649	+145%	+$4.5M	1.07%	24
2025 Q3	$3.06M	Sell	28,105 -1,900	-6%	-$194K	0.55%	59
2025 Q2	$2.73M	Sell	30,005 -23,212	-44%	-$1.97M	0.6%	48
2025 Q1	$4.46M	Sell	53,217 -15,865	-23%	-$1.33M	1.08%	33
2024 Q4	$5.31M	Sell	69,082 -10,217	-13%	-$790K	1.04%	41
2024 Q3	$5.7M	Sell	79,299 -4,610	-5%	-$303K	1.18%	33
2024 Q2	$5.03M	Buy	+83,909	New	+$4.86M	1.06%	38
2023 Q1	–	Sell	-4,443	Closed	-$202K	–	102
2022 Q4	$202K	Buy	+4,443	New	+$191K	0.06%	190

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

Patton Fund Management's BNY Position: Q2 2026 in Review

Patton Fund Management sold out of Bank of New York Mellon (BNY) in Q2 2026, closing a stake of 24,773 shares — an estimated $2.94M sold.

Patton Fund Management first reported a position in BNY in Q4 2022 and held it in 9 quarters. The position peaked at $7.98M in Q4 2025. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Patton Fund Management reported no remaining Bank of New York Mellon position as of Q2 2026 after selling out during the quarter.
Patton Fund Management sold 24,773 Bank of New York Mellon shares in Q2 2026, an estimated $2.94M.
Patton Fund Management first reported a position in Bank of New York Mellon in Q4 2022 and held it in 9 quarters.
Patton Fund Management's Bank of New York Mellon position peaked at $7.98M in Q4 2025.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.