SIC
BNY

Salem Investment Counselors’s Bank of New York Mellon BNY Stock Holding History

Salem Investment Counselors’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 		$5.93K Hold
41
– – ﹤0.01% 988
2026
Q1 		$4.86K Buy
+41
New +$4.88K ﹤0.01% 972
2025
Q4 		– Sell
-184
Closed -$20K – 475
2025
Q3 		$20K Buy
184
+143
+349% +$14.6K ﹤0.01% 745
2025
Q2 		$3.74K Sell
41
-5
-11% -$425 ﹤0.01% 986
2025
Q1 		$3.86K Hold
46
– – ﹤0.01% 957
2024
Q4 		$3.54K Buy
46
+5
+12% +$386 ﹤0.01% 964
2024
Q3 		$2.95K Hold
41
– – ﹤0.01% 985
2024
Q2 		$2.46K Sell
41
-76
-65% -$4.4K ﹤0.01% 1003
2024
Q1 		$6.74K Sell
117
-210
-64% -$11.6K ﹤0.01% 889
2023
Q4 		$17K Hold
327
– – ﹤0.01% 720
2023
Q3 		$13.9K Hold
327
– – ﹤0.01% 733
2023
Q2 		$14.6K Hold
327
– – ﹤0.01% 760
2023
Q1 		$14.9K Hold
327
– – ﹤0.01% 745
2022
Q4 		$14.9K Buy
327
+78
+31% +$3.35K ﹤0.01% 711
2022
Q3 		$10K Hold
249
– – ﹤0.01% 749
2022
Q2 		$10K Hold
249
– – ﹤0.01% 774
2022
Q1 		$12K Sell
249
-23,058
-99% -$1.31M ﹤0.01% 719
2021
Q4 		$1.35M Hold
23,307
– – 0.05% 162
2021
Q3 		$1.21M Hold
23,307
– – 0.07% 166
2021
Q2 		$1.19M Buy
23,307
+23,097
+10,999% +$1.16M 0.07% 162
2021
Q1 		$10K Hold
210
– – ﹤0.01% 669
2020
Q4 		$9K Buy
+210
New +$8.06K ﹤0.01% 656
2017
Q3 		– Sell
-120
Closed -$6K – 573
2017
Q2 		$6K Sell
120
-1,947
-94% -$93.1K ﹤0.01% 503
2017
Q1 		$96K Sell
2,067
-120
-5% -$5.61K 0.01% 306
2016
Q4 		$104K Buy
2,187
+120
+6% +$5.41K 0.01% 289
2016
Q3 		$824 Buy
+2,067
New +$82.6K 0.01% 278

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Salem Investment Counselors's BNY Position: Q2 2026 in Review

Salem Investment Counselors held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 41 shares worth $5.93K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Salem Investment Counselors first reported a position in BNY in Q3 2016 and has held it in 26 quarters since. The position peaked at $1.35M in Q4 2021. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Salem Investment Counselors held 41 shares of Bank of New York Mellon worth $5.93K as of Q2 2026.
  • Salem Investment Counselors left its Bank of New York Mellon share count unchanged in Q2 2026.
  • Bank of New York Mellon made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #988 holding.
  • Salem Investment Counselors first reported a position in Bank of New York Mellon in Q3 2016 and has held it in 26 quarters since.
  • Salem Investment Counselors's Bank of New York Mellon position peaked at $1.35M in Q4 2021.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.