SL
BNY

Salomon & Ludwin’s Bank of New York Mellon BNY Stock Holding History

Salomon & Ludwin’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 		$112K Sell
768
-7
-0.9% -$957 0.01% 250
2026
Q1 		$94.7K Hold
775
– – 0.01% 264
2025
Q4 		$93.8K Sell
775
-128
-14% -$14.2K 0.01% 249
2025
Q3 		$96.3K Buy
903
+596
+194% +$60.8K 0.01% 229
2025
Q2 		$28.3K Hold
307
– – ﹤0.01% 336
2025
Q1 		$25.7K Hold
307
– – ﹤0.01% 327
2024
Q4 		$23.6K Sell
307
-8
-3% -$618 ﹤0.01% 329
2024
Q3 		$22.6K Hold
315
– – ﹤0.01% 353
2024
Q2 		$18.9K Sell
315
-197
-38% -$11.4K ﹤0.01% 372
2024
Q1 		$29.5K Hold
512
– – ﹤0.01% 428
2023
Q4 		$21.8K Hold
512
– – ﹤0.01% 405
2023
Q3 		$21.8K Buy
+512
New +$22.8K ﹤0.01% 405

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

Salomon & Ludwin's BNY Position: Q2 2026 in Review

Salomon & Ludwin reduced its Bank of New York Mellon (BNY) stake by 0.9% in Q2 2026, selling an estimated $957 and leaving 768 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #250.

Salomon & Ludwin first reported a position in BNY in Q3 2023 and has held it in 12 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Salomon & Ludwin held 768 shares of Bank of New York Mellon worth $112K as of Q2 2026.
  • Salomon & Ludwin sold 7 Bank of New York Mellon shares in Q2 2026, an estimated $957.
  • Bank of New York Mellon made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #250 holding.
  • Salomon & Ludwin first reported a position in Bank of New York Mellon in Q3 2023 and has held it in 12 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.