Shulman DeMeo Asset Management’s Bank of New York Mellon BNY Stock Holding History

Shulman DeMeo Asset 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	$1.02M	Buy	7,087 +23	+0.3%	+$3.15K	0.19%	41
2026 Q1	$838K	Buy	7,064 +17	+0.2%	+$2.02K	0.18%	44
2025 Q4	$818K	Buy	7,047 +33	+0.5%	+$3.65K	0.19%	39
2025 Q3	$764K	Buy	7,014 +35	+0.5%	+$3.57K	0.18%	41
2025 Q2	$636K	Buy	6,979 +34	+0.5%	+$2.89K	0.16%	48
2025 Q1	$582K	Buy	6,945 +37	+0.5%	+$3.11K	0.16%	54
2024 Q4	$531K	Buy	6,908 +41	+0.6%	+$3.17K	0.14%	56
2024 Q3	$493K	Buy	6,867 +49	+0.7%	+$3.22K	0.12%	71
2024 Q2	$408K	Sell	6,818 -78	-1%	-$4.51K	0.11%	80
2024 Q1	$397K	Sell	6,896 -41	-0.6%	-$2.26K	0.11%	84
2023 Q4	$361K	Buy	6,937 +91	+1%	+$4.19K	0.1%	86
2023 Q3	$292K	Sell	6,846 -712	-9%	-$31.7K	0.1%	93
2023 Q2	$336K	Buy	7,558 +67	+0.9%	+$2.88K	0.1%	89
2023 Q1	$340K	Buy	7,491 +53	+0.7%	+$2.57K	0.11%	89
2022 Q4	$339K	Sell	7,438 -66	-0.9%	-$2.83K	0.11%	86
2022 Q3	$289K	Hold	7,504	–	–	0.1%	97
2022 Q2	$313K	Buy	7,504 +59	+0.8%	+$2.63K	0.1%	96
2022 Q1	$370K	Buy	7,445 +280	+4%	+$15.9K	0.1%	95
2021 Q4	$416K	Buy	7,165 +254	+4%	+$14.6K	0.11%	90
2021 Q3	$358K	Buy	+6,911	New	+$359K	0.31%	54

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

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

Shulman DeMeo Asset Management's BNY Position: Q2 2026 in Review

Shulman DeMeo Asset Management increased its Bank of New York Mellon (BNY) stake by 0.33% in Q2 2026, buying an estimated $3.15K and bringing the position to 7,087 shares worth $1.02M. The position accounts for 0.19% of the portfolio, ranked #41.

Shulman DeMeo Asset Management first reported a position in BNY in Q3 2021 and has held it in 20 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Shulman DeMeo Asset Management held 7,087 shares of Bank of New York Mellon worth $1.02M as of Q2 2026.
Shulman DeMeo Asset Management bought 23 Bank of New York Mellon shares in Q2 2026, an estimated $3.15K.
Bank of New York Mellon made up 0.19% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #41 holding.
Shulman DeMeo Asset Management first reported a position in Bank of New York Mellon in Q3 2021 and has held it in 20 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.