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

Truvestments 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	$30.8K	Hold	213	–	–	﹤0.01%	622
2026 Q1	$25.3K	Hold	213	–	–	﹤0.01%	596
2025 Q4	$24.7K	Hold	213	–	–	﹤0.01%	556
2025 Q3	$23.2K	Buy	213 +125	+142%	+$12.7K	﹤0.01%	568
2025 Q2	$8.02K	Hold	88	–	–	﹤0.01%	679
2025 Q1	$7.38K	Hold	88	–	–	﹤0.01%	700
2024 Q4	$6.76K	Hold	88	–	–	﹤0.01%	662
2024 Q3	$6.32K	Buy	+88	New	+$5.79K	﹤0.01%	650
2019 Q4	–	Sell	-1,093	Closed	-$49K	–	194
2019 Q3	$49K	Hold	1,093	–	–	0.03%	263
2019 Q2	$48K	Hold	1,093	–	–	0.03%	287
2019 Q1	$55K	Buy	+1,093	New	+$56.3K	0.04%	250
2018 Q3	$67K	Buy	+1,305	New	+$68.7K	0.03%	326

Other funds holding BNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Truvestments Capital's BNY Position: Q2 2026 in Review

Truvestments Capital held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 213 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Truvestments Capital first reported a position in BNY in Q3 2018 and has held it in 12 quarters since. The position peaked at $67K in Q3 2018. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Truvestments Capital held 213 shares of Bank of New York Mellon worth $30.8K as of Q2 2026.
Truvestments Capital left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #622 holding.
Truvestments Capital first reported a position in Bank of New York Mellon in Q3 2018 and has held it in 12 quarters since.
Truvestments Capital's Bank of New York Mellon position peaked at $67K in Q3 2018.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.