SC
BNY

Stance Capital’s Bank of New York Mellon BNY Stock Holding History

Stance Capital’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 		– Sell
-12,092
Closed -$1.43M – 351
2026
Q1 		$1.43M Buy
12,092
+312
+3% +$37.1K 0.7% 40
2025
Q4 		$1.37M Sell
11,780
-839
-7% -$92.8K 0.5% 96
2025
Q3 		$1.37M Sell
12,619
-1,977
-14% -$202K 0.5% 74
2025
Q2 		$1.33M Buy
+14,596
New +$1.24M 0.5% 102
2025
Q1 		– Sell
-60,092
Closed -$4.62M – 77
2024
Q4 		$4.62M Buy
+60,092
New +$4.64M 2.86% 5

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

Stance Capital's BNY Position: Q2 2026 in Review

Stance Capital sold out of Bank of New York Mellon (BNY) in Q2 2026, closing a stake of 12,092 shares — an estimated $1.43M sold.

Stance Capital first reported a position in BNY in Q4 2024 and held it in 5 quarters. The position peaked at $4.62M in Q4 2024. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Stance Capital reported no remaining Bank of New York Mellon position as of Q2 2026 after selling out during the quarter.
  • Stance Capital sold 12,092 Bank of New York Mellon shares in Q2 2026, an estimated $1.43M.
  • Stance Capital first reported a position in Bank of New York Mellon in Q4 2024 and held it in 5 quarters.
  • Stance Capital's Bank of New York Mellon position peaked at $4.62M in Q4 2024.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Stance Capital's 13F filing for Q2 2026, filed 14 Aug 2026.