SIG
BNY

Spinnaker Investment Group’s Bank of New York Mellon BNY Stock Holding History

Spinnaker Investment Group’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 		$252K Buy
+1,741
New +$238K 0.04% 149
2026
Q1 		– Sell
-1,739
Closed -$202K – 152
2025
Q4 		$202K Buy
+1,739
New +$192K 0.04% 163
2022
Q2 		– Sell
-5,505
Closed -$290K – 77
2022
Q1 		$290K Sell
5,505
-950
-15% -$54K 0.09% 73
2021
Q4 		$383K Buy
+6,455
New +$371K 0.13% 64

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

Spinnaker Investment Group's BNY Position: Q2 2026 in Review

Spinnaker Investment Group opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 1,741 shares worth $252K. The stake represents 0.04% of the portfolio and ranks #149 among its holdings. This is a return to the name: Spinnaker Investment Group previously reported a position in BNY as recently as Q4 2025.

Spinnaker Investment Group first reported a position in BNY in Q4 2021 and has held it in 4 quarters since. The position peaked at $383K in Q4 2021. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Spinnaker Investment Group held 1,741 shares of Bank of New York Mellon worth $252K as of Q2 2026.
  • Bank of New York Mellon was a new Spinnaker Investment Group position in Q2 2026.
  • Bank of New York Mellon made up 0.04% of Spinnaker Investment Group's portfolio in Q2 2026, its #149 holding.
  • Spinnaker Investment Group first reported a position in Bank of New York Mellon in Q4 2021 and has held it in 4 quarters since.
  • Spinnaker Investment Group's Bank of New York Mellon position peaked at $383K in Q4 2021.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.