R Squared’s Bank of New York Mellon BNY Stock Holding History

R Squared’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 Q1	–	Sell	-2,232	Closed	-$259K	–	502
2025 Q4	$259K	Buy	+2,232	New	+$247K	0.12%	269

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

R Squared's BNY Position: Q1 2026 in Review

R Squared sold out of Bank of New York Mellon (BNY) in Q1 2026, closing a stake of 2,232 shares — an estimated $259K sold.

R Squared first reported a position in BNY in Q4 2025 and held it in 1 quarter. The position peaked at $259K in Q4 2025. 1,762 funds tracked by Wall St. Rank hold BNY as of Q1 2026.

R Squared reported no remaining Bank of New York Mellon position as of Q1 2026 after selling out during the quarter.
R Squared sold 2,232 Bank of New York Mellon shares in Q1 2026, an estimated $259K.
R Squared first reported a position in Bank of New York Mellon in Q4 2025 and held it in 1 quarter.
R Squared's Bank of New York Mellon position peaked at $259K in Q4 2025.
1,762 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.