TIA
BNY

Tiemann Investment Advisors’s Bank of New York Mellon BNY Stock Holding History

Tiemann Investment Advisors’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 		$414K Sell
2,865
-420
-13% -$57.4K 0.15% 116
2026
Q1 		$390K Sell
3,285
-100
-3% -$11.9K 0.15% 113
2025
Q4 		$393K Sell
3,385
-30
-0.9% -$3.32K 0.15% 114
2025
Q3 		$372K Sell
3,415
-77
-2% -$7.85K 0.14% 121
2025
Q2 		$318K Buy
3,492
+100
+3% +$8.49K 0.13% 131
2025
Q1 		$284K Sell
3,392
-260
-7% -$21.8K 0.13% 134
2024
Q4 		$281K Hold
3,652
– – 0.12% 146
2024
Q3 		$262K Sell
3,652
-400
-10% -$26.3K 0.11% 159
2024
Q2 		$243K Buy
4,052
+250
+7% +$14.5K 0.11% 159
2024
Q1 		$219K Buy
+3,802
New +$209K 0.1% 181
2022
Q1 		– Sell
-3,452
Closed -$200K – 211
2021
Q4 		$200K Buy
+3,452
New +$199K 0.08% 226
2019
Q3 		– Sell
-4,399
Closed -$194K – 182
2019
Q2 		$194K Sell
4,399
-100
-2% -$4.7K 0.14% 185
2019
Q1 		$227K Hold
4,499
– – 0.17% 155
2018
Q4 		$212K Buy
4,499
+599
+15% +$29.1K 0.19% 150
2018
Q3 		$199K Sell
3,900
-225
-5% -$11.8K 0.15% 175
2018
Q2 		$222K Hold
4,125
– – 0.18% 155
2018
Q1 		$213K Sell
4,125
-150
-4% -$8.34K 0.17% 164
2017
Q4 		$230K Hold
4,275
– – 0.18% 153
2017
Q3 		$227K Buy
4,275
+350
+9% +$18.4K 0.19% 151
2017
Q2 		$200K Sell
3,925
-150
-4% -$7.17K 0.18% 160
2017
Q1 		$192K Buy
+4,075
New +$191K 0.18% 161

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

Tiemann Investment Advisors's BNY Position: Q2 2026 in Review

Tiemann Investment Advisors reduced its Bank of New York Mellon (BNY) stake by 13% in Q2 2026, selling an estimated $57.4K and leaving 2,865 shares worth $414K. The position accounts for 0.15% of the portfolio, ranked #116.

Tiemann Investment Advisors first reported a position in BNY in Q1 2017 and has held it in 21 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Tiemann Investment Advisors held 2,865 shares of Bank of New York Mellon worth $414K as of Q2 2026.
  • Tiemann Investment Advisors sold 420 Bank of New York Mellon shares in Q2 2026, an estimated $57.4K.
  • Bank of New York Mellon made up 0.15% of Tiemann Investment Advisors's portfolio in Q2 2026, its #116 holding.
  • Tiemann Investment Advisors first reported a position in Bank of New York Mellon in Q1 2017 and has held it in 21 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Tiemann Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.