SHIM
BNY

Stone House Investment Management’s Bank of New York Mellon BNY Stock Holding History

Stone House Investment 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 		$16.6K Buy
115
+103
+858% +$14.1K ﹤0.01% 355
2026
Q1 		$1.42K Buy
12
+1
+9% +$119 ﹤0.01% 649
2025
Q4 		$1.28K Buy
11
+3
+38% +$332 ﹤0.01% 609
2025
Q3 		$872 Buy
+8
New +$816 ﹤0.01% 577
2024
Q2 		– Sell
-89
Closed -$5.11K – 388
2024
Q1 		$5.11K Buy
+89
New +$4.9K ﹤0.01% 287

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

Stone House Investment Management's BNY Position: Q2 2026 in Review

Stone House Investment Management increased its Bank of New York Mellon (BNY) stake by 858% in Q2 2026, buying an estimated $14.1K and bringing the position to 115 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Stone House Investment Management first reported a position in BNY in Q1 2024 and has held it in 5 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Stone House Investment Management held 115 shares of Bank of New York Mellon worth $16.6K as of Q2 2026.
  • Stone House Investment Management bought 103 Bank of New York Mellon shares in Q2 2026, an estimated $14.1K.
  • Bank of New York Mellon made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #355 holding.
  • Stone House Investment Management first reported a position in Bank of New York Mellon in Q1 2024 and has held it in 5 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.