Pinnacle Associates’s Bank of New York Mellon BNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.76M Sell
60,577
-207
-0.3% -$28.3K 0.1% 201
2026
Q1
$7.21M Sell
60,784
-1,314
-2% -$156K 0.09% 201
2025
Q4
$7.21M Buy
62,098
+1,734
+3% +$192K 0.09% 210
2025
Q3
$6.58M Sell
60,364
-403
-0.7% -$41.1K 0.09% 217
2025
Q2
$5.54M Sell
60,767
-2,846
-4% -$242K 0.08% 228
2025
Q1
$5.34M Sell
63,613
-4,790
-7% -$403K 0.08% 230
2024
Q4
$5.26M Sell
68,403
-8,299
-11% -$641K 0.07% 236
2024
Q3
$3.99M Buy
76,702
+2,307
+3% +$152K 0.07% 250
2024
Q2
$4.46M Sell
74,395
-335
-0.4% -$19.4K 0.07% 254
2024
Q1
$4.31M Sell
74,730
-1,972
-3% -$109K 0.07% 261
2023
Q4
$3.99M Buy
76,702
+1,580
+2% +$72.8K 0.07% 253
2023
Q3
$3.2M Buy
75,122
+750
+1% +$33.4K 0.06% 278
2023
Q2
$3.31M Sell
74,372
-10,805
-13% -$464K 0.06% 285
2023
Q1
$3.87M Buy
85,177
+2,098
+3% +$102K 0.08% 224
2022
Q4
$3.78M Sell
83,079
-3,160
-4% -$136K 0.08% 225
2022
Q3
$3.32M Sell
86,239
-4,974
-5% -$212K 0.08% 233
2022
Q2
$3.8M Sell
91,213
-29,656
-25% -$1.32M 0.08% 229
2022
Q1
$6M Sell
120,869
-4,157
-3% -$236K 0.11% 205
2021
Q4
$7.26M Sell
125,026
-1,340
-1% -$77.1K 0.13% 183
2021
Q3
$6.55M Buy
126,366
+13,429
+12% +$698K 0.12% 191
2021
Q2
$5.79M Buy
112,937
+12,940
+13% +$647K 0.1% 200
2021
Q1
$4.73M Buy
99,997
+14,610
+17% +$643K 0.09% 216
2020
Q4
$3.62M Sell
85,387
-505
-0.6% -$19.4K 0.07% 232
2020
Q3
$2.95M Sell
85,892
-4,490
-5% -$163K 0.07% 233
2020
Q2
$3.49M Sell
90,382
-19,566
-18% -$716K 0.09% 213
2020
Q1
$3.7M Sell
109,948
-13,868
-11% -$582K 0.11% 192
2019
Q4
$6.23M Sell
123,816
-9,684
-7% -$462K 0.14% 174
2019
Q3
$6.04M Sell
133,500
-6,040
-4% -$269K 0.14% 174
2019
Q2
$6.16M Sell
139,540
-2,484
-2% -$117K 0.14% 176
2019
Q1
$7.16M Sell
142,024
-5,710
-4% -$294K 0.16% 166
2018
Q4
$6.95M Sell
147,734
-20,334
-12% -$988K 0.18% 148
2018
Q3
$8.57M Sell
168,068
-3,209
-2% -$169K 0.18% 153
2018
Q2
$9.24M Sell
171,277
-10,249
-6% -$566K 0.19% 145
2018
Q1
$9.35M Buy
181,526
+9,112
+5% +$507K 0.18% 139
2017
Q4
$9.29M Sell
172,414
-1,581
-0.9% -$84.2K 0.18% 142
2017
Q3
$9.22M Buy
173,995
+2,178
+1% +$114K 0.17% 147
2017
Q2
$8.77M Buy
171,817
+14,330
+9% +$685K 0.17% 145
2017
Q1
$7.44M Sell
157,487
-1,845
-1% -$86.3K 0.14% 162
2016
Q4
$7.55M Sell
159,332
-2,273
-1% -$103K 0.15% 157
2016
Q3
$6.45M Sell
161,605
-3,896
-2% -$156K 0.13% 165
2016
Q2
$6.43M Buy
165,501
+1,149
+0.7% +$45.7K 0.14% 160
2016
Q1
$6.05M Sell
164,352
-290
-0.2% -$10.5K 0.13% 169
2015
Q4
$6.79M Buy
164,642
+6,560
+4% +$276K 0.14% 154
2015
Q3
$6.19M Buy
158,082
+1,047
+0.7% +$43.5K 0.14% 166
2015
Q2
$6.59M Buy
157,035
+77,605
+98% +$3.31M 0.12% 171
2015
Q1
$3.2M Sell
79,430
-249
-0.3% -$9.7K 0.06% 240
2014
Q4
$3.23M Sell
79,679
-1,654
-2% -$64.7K 0.06% 237
2014
Q3
$3.15M Buy
81,333
+300
+0.4% +$11.7K 0.06% 234
2014
Q2
$3.04M Sell
81,033
-771
-0.9% -$26.7K 0.06% 240
2014
Q1
$2.89M Sell
81,804
-6,295
-7% -$208K 0.06% 239
2013
Q4
$3.08M Sell
88,099
-1,125
-1% -$36.6K 0.06% 233
2013
Q3
$2.69M Sell
89,224
-136
-0.2% -$4.17K 0.06% 243
2013
Q2
$2.51M Buy
+89,360
New +$2.57M 0.06% 246

Other funds holding BNY

Pinnacle Associates's BNY Position: Q2 2026 in Review

Pinnacle Associates reduced its Bank of New York Mellon (BNY) stake by 0.34% in Q2 2026, selling an estimated $28.3K and leaving 60,577 shares worth $8.76M. The position accounts for 0.1% of the portfolio, ranked #201.

Pinnacle Associates first reported a position in BNY in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.35M in Q1 2018. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Pinnacle Associates held 60,577 shares of Bank of New York Mellon worth $8.76M as of Q2 2026.
  • Pinnacle Associates sold 207 Bank of New York Mellon shares in Q2 2026, an estimated $28.3K.
  • Bank of New York Mellon made up 0.1% of Pinnacle Associates's portfolio in Q2 2026, its #201 holding.
  • Pinnacle Associates first reported a position in Bank of New York Mellon in Q2 2013 and has held it in 53 quarters since.
  • Pinnacle Associates's Bank of New York Mellon position peaked at $9.35M in Q1 2018.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.