SIM
BNY

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

Studio 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 		$657K Sell
4,546
-492
-10% -$67.3K 0.11% 110
2026
Q1 		$598K Sell
5,038
-88
-2% -$10.5K 0.11% 109
2025
Q4 		$595K Sell
5,126
-226
-4% -$25K 0.11% 112
2025
Q3 		$583K Sell
5,352
-308
-5% -$31.4K 0.11% 111
2025
Q2 		$516K Sell
5,660
-107
-2% -$9.09K 0.1% 116
2025
Q1 		$484K Sell
5,767
-561
-9% -$47.1K 0.1% 119
2024
Q4 		$486K Sell
6,328
-308
-5% -$23.8K 0.1% 111
2024
Q3 		$477K Buy
6,636
+134
+2% +$8.81K 0.1% 118
2024
Q2 		$389K Buy
6,502
+154
+2% +$8.91K 0.09% 121
2024
Q1 		$366K Buy
6,348
+407
+7% +$22.4K 0.09% 121
2023
Q4 		$309K Sell
5,941
-1,546
-21% -$71.2K 0.08% 128
2023
Q3 		$319K Sell
7,487
-2,225
-23% -$99.1K 0.09% 120
2023
Q2 		$432K Buy
9,712
+187
+2% +$8.02K 0.12% 99
2023
Q1 		$433K Sell
9,525
-31
-0.3% -$1.5K 0.13% 85
2022
Q4 		$435K Buy
9,556
+429
+5% +$18.4K 0.14% 77
2022
Q3 		$352K Buy
9,127
+75
+0.8% +$3.2K 0.13% 93
2022
Q2 		$378K Buy
9,052
+1,650
+22% +$73.5K 0.13% 88
2022
Q1 		$367K Buy
7,402
+204
+3% +$11.6K 0.12% 90
2021
Q4 		$418K Buy
7,198
+1,378
+24% +$79.2K 0.15% 84
2021
Q3 		$302K Buy
+5,820
New +$303K 0.13% 88

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

Studio Investment Management's BNY Position: Q2 2026 in Review

Studio Investment Management reduced its Bank of New York Mellon (BNY) stake by 9.8% in Q2 2026, selling an estimated $67.3K and leaving 4,546 shares worth $657K. The position accounts for 0.11% of the portfolio, ranked #110.

Studio Investment Management first reported a position in BNY in Q3 2021 and has held it in 20 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Studio Investment Management held 4,546 shares of Bank of New York Mellon worth $657K as of Q2 2026.
  • Studio Investment Management sold 492 Bank of New York Mellon shares in Q2 2026, an estimated $67.3K.
  • Bank of New York Mellon made up 0.11% of Studio Investment Management's portfolio in Q2 2026, its #110 holding.
  • Studio Investment Management first reported a position in Bank of New York Mellon in Q3 2021 and has held it in 20 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.