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

Plato 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	$4.74M	Sell	32,963 -2,848	-8%	-$389K	0.27%	81
2026 Q1	$4.25M	Hold	35,811	–	–	0.29%	82
2025 Q4	$4.18M	Hold	35,811	–	–	0.27%	80
2025 Q3	$3.87M	Buy	35,811 +81	+0.2%	+$8.26K	0.26%	92
2025 Q2	$3.24M	Sell	35,730 -12,277	-26%	-$1.04M	0.24%	94
2025 Q1	$4.07M	Sell	48,007 -12,639	-21%	-$1.06M	0.34%	71
2024 Q4	$4.68M	Sell	60,646 -5,767	-9%	-$446K	0.34%	63
2024 Q3	$4.77M	Buy	66,413 +9,947	+18%	+$654K	0.39%	54
2024 Q2	$3.38M	Hold	56,466	–	–	0.32%	70
2024 Q1	$3.25M	Buy	56,466 +55,127	+4,117%	+$3.04M	0.34%	78
2023 Q4	$69.7K	Buy	+1,339	New	+$61.7K	0.09%	191

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

Plato Investment Management's BNY Position: Q2 2026 in Review

Plato Investment Management reduced its Bank of New York Mellon (BNY) stake by 8% in Q2 2026, selling an estimated $389K and leaving 32,963 shares worth $4.74M. The position accounts for 0.27% of the portfolio, ranked #81.

Plato Investment Management first reported a position in BNY in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.77M in Q3 2024. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Plato Investment Management held 32,963 shares of Bank of New York Mellon worth $4.74M as of Q2 2026.
Plato Investment Management sold 2,848 Bank of New York Mellon shares in Q2 2026, an estimated $389K.
Bank of New York Mellon made up 0.27% of Plato Investment Management's portfolio in Q2 2026, its #81 holding.
Plato Investment Management first reported a position in Bank of New York Mellon in Q4 2023 and has held it in 11 quarters since.
Plato Investment Management's Bank of New York Mellon position peaked at $4.77M in Q3 2024.
1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.