SRC
BNY

Shufro Rose & Co’s Bank of New York Mellon BNY Stock Holding History

Shufro Rose & Co’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 		$1.47M Sell
10,155
-400
-4% -$54.7K 0.08% 101
2026
Q1 		$1.25M Sell
10,555
-800
-7% -$95.1K 0.09% 106
2025
Q4 		$1.32M Sell
11,355
-3,222
-22% -$357K 0.09% 96
2025
Q3 		$1.22M Hold
14,577
– – 0.1% 105
2025
Q2 		$1.22M Sell
14,577
-188
-1% -$16K 0.1% 106
2025
Q1 		$1.24M Buy
+14,765
New +$1.24M 0.1% 107
2018
Q2 		– Sell
-8,100
Closed -$417K – 302
2018
Q1 		$417K Sell
8,100
-500
-6% -$27.8K 0.04% 181
2017
Q4 		$463K Buy
8,600
+800
+10% +$42.6K 0.05% 170
2017
Q3 		$414K Buy
7,800
+200
+3% +$10.5K 0.04% 184
2017
Q2 		$388K Buy
7,600
+600
+9% +$28.7K 0.04% 179
2017
Q1 		$341K Sell
7,000
-300
-4% -$14K 0.04% 193
2016
Q4 		$346K Hold
7,300
– – 0.04% 187
2016
Q3 		$291K Sell
7,300
-500
-6% -$20K 0.03% 206
2016
Q2 		$303K Sell
7,800
-1,632
-17% -$64.9K 0.03% 194
2016
Q1 		$347K Buy
9,432
+1,132
+14% +$41K 0.04% 188
2015
Q4 		$342K Sell
8,300
-300
-3% -$12.6K 0.04% 183
2015
Q3 		$336K Hold
8,600
– – 0.04% 185
2015
Q2 		$360K Hold
8,600
– – 0.04% 186
2015
Q1 		$346K Sell
8,600
-500
-5% -$19.5K 0.04% 192
2014
Q4 		$369K Hold
9,100
– – 0.04% 189
2014
Q3 		$352K Sell
9,100
-2,700
-23% -$105K 0.04% 190
2014
Q2 		$442K Hold
11,800
– – 0.05% 172
2014
Q1 		$416K Hold
11,800
– – 0.04% 177
2013
Q4 		$412K Sell
11,800
-5,500
-32% -$179K 0.04% 175
2013
Q3 		$522K Buy
17,300
+2,500
+17% +$76.7K 0.06% 151
2013
Q2 		$415K Buy
+14,800
New +$425K 0.05% 160

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

Shufro Rose & Co's BNY Position: Q2 2026 in Review

Shufro Rose & Co reduced its Bank of New York Mellon (BNY) stake by 3.8% in Q2 2026, selling an estimated $54.7K and leaving 10,155 shares worth $1.47M. The position accounts for 0.08% of the portfolio, ranked #101.

Shufro Rose & Co first reported a position in BNY in Q2 2013 and has held it in 26 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Shufro Rose & Co held 10,155 shares of Bank of New York Mellon worth $1.47M as of Q2 2026.
  • Shufro Rose & Co sold 400 Bank of New York Mellon shares in Q2 2026, an estimated $54.7K.
  • Bank of New York Mellon made up 0.08% of Shufro Rose & Co's portfolio in Q2 2026, its #101 holding.
  • Shufro Rose & Co first reported a position in Bank of New York Mellon in Q2 2013 and has held it in 26 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.