SC
BNY

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

Stolper & 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 		$11.6M Buy
80,034
+42,134
+111% +$5.76M 2.99% 6
2026
Q1 		$18.2M Sell
37,900
-41,708
-52% -$4.96M 5.15% 1
2025
Q4 		$9.24M Buy
79,608
+301
+0.4% +$33.3K 2.72% 11
2025
Q3 		$8.64M Sell
79,307
-451
-0.6% -$46K 2.62% 11
2025
Q2 		$7.27M Sell
79,758
-1,330
-2% -$113K 2.39% 15
2025
Q1 		$6.8M Sell
81,088
-447
-0.5% -$37.6K 2.23% 16
2024
Q4 		$6.26M Buy
81,535
+430
+0.5% +$33.2K 2.09% 20
2024
Q3 		$5.83M Buy
81,105
+54
+0.1% +$3.55K 1.91% 22
2024
Q2 		$4.85M Buy
81,051
+2,510
+3% +$145K 1.71% 25
2024
Q1 		$4.53M Buy
78,541
+496
+0.6% +$27.3K 1.63% 27
2023
Q4 		$4.06M Buy
78,045
+712
+0.9% +$32.8K 1.64% 27
2023
Q3 		$3.3M Buy
77,333
+399
+0.5% +$17.8K 1.43% 27
2023
Q2 		$3.42M Buy
76,934
+82
+0.1% +$3.52K 1.44% 27
2023
Q1 		$3.49M Buy
76,852
+286
+0.4% +$13.9K 1.5% 26
2022
Q4 		$3.48M Buy
76,566
+8,765
+13% +$376K 1.53% 26
2022
Q3 		$2.61M Buy
67,801
+956
+1% +$40.8K 1.29% 28
2022
Q2 		$2.79M Buy
66,845
+227
+0.3% +$10.1K 1.31% 26
2022
Q1 		$3.31M Buy
66,618
+485
+0.7% +$27.6K 1.4% 25
2021
Q4 		$3.84M Buy
66,133
+132
+0.2% +$7.59K 1.71% 24
2021
Q3 		$3.42M Sell
66,001
-261
-0.4% -$13.6K 1.64% 24
2021
Q2 		$3.4M Buy
66,262
+670
+1% +$33.5K 1.6% 27
2021
Q1 		$3.1M Buy
65,592
+3,812
+6% +$168K 1.6% 27
2020
Q4 		$2.62M Sell
61,780
-102
-0.2% -$3.92K 1.47% 26
2020
Q3 		$2.13M Sell
61,882
-409
-0.7% -$14.9K 1.37% 24
2020
Q2 		$2.41M Sell
62,291
-967
-2% -$35.4K 1.57% 23
2020
Q1 		$2.13M Buy
+63,258
New +$2.66M 1.53% 24

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

Stolper & Co's BNY Position: Q2 2026 in Review

Stolper & Co increased its Bank of New York Mellon (BNY) stake by 111% in Q2 2026, buying an estimated $5.76M and bringing the position to 80,034 shares worth $11.6M. The position accounts for 2.99% of the portfolio, ranked #6.

Stolper & Co first reported a position in BNY in Q1 2020 and has held it in 26 quarters since. The position peaked at $18.2M in Q1 2026. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Stolper & Co held 80,034 shares of Bank of New York Mellon worth $11.6M as of Q2 2026.
  • Stolper & Co bought 42,134 Bank of New York Mellon shares in Q2 2026, an estimated $5.76M.
  • Bank of New York Mellon made up 2.99% of Stolper & Co's portfolio in Q2 2026, its #6 holding.
  • Stolper & Co first reported a position in Bank of New York Mellon in Q1 2020 and has held it in 26 quarters since.
  • Stolper & Co's Bank of New York Mellon position peaked at $18.2M in Q1 2026.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Stolper & Co's 13F filing for Q2 2026, filed 14 Jul 2026.