TC
BNY

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

TwinBeech 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
Q1 		– Sell
-84,122
Closed -$9.77M – 579
2025
Q4 		$9.77M Buy
84,122
+78,121
+1,302% +$8.64M 0.69% 37
2025
Q3 		$654K Buy
+6,001
New +$612K 0.03% 366
2025
Q2 		– Sell
-140,423
Closed -$11.8M – 657
2025
Q1 		$11.8M Buy
140,423
+135,049
+2,513% +$11.3M 0.21% 128
2024
Q4 		$413K Sell
5,374
-102,240
-95% -$7.9M 0.01% 474
2024
Q3 		$7.73M Buy
+107,614
New +$7.08M 0.15% 174
2024
Q2 		– Sell
-97,153
Closed -$5.6M – 541
2024
Q1 		$5.6M Buy
+97,153
New +$5.35M 0.12% 194
2023
Q4 		– Sell
-84,052
Closed -$3.58M – 659
2023
Q3 		$3.58M Buy
+84,052
New +$3.74M 0.07% 318
2023
Q2 		– Sell
-154,410
Closed -$7.02M – 610
2023
Q1 		$7.02M Sell
154,410
-9,775
-6% -$474K 0.14% 194
2022
Q4 		$7.47M Sell
164,185
-151,984
-48% -$6.52M 0.14% 186
2022
Q3 		$12.2M Buy
+316,169
New +$13.5M 0.32% 95
2022
Q2 		– Sell
-474,650
Closed -$23.6M – 512
2022
Q1 		$23.6M Buy
+474,650
New +$27M 1.04% 17
2020
Q4 		– Sell
-135,128
Closed -$4.64M – 434
2020
Q3 		$4.64M Buy
+135,128
New +$4.92M 1.01% 14
2020
Q1 		– Sell
-64,561
Closed -$3.25M – 298
2019
Q4 		$3.25M Buy
+64,561
New +$3.08M 0.94% 18

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TwinBeech Capital's BNY Position: Q1 2026 in Review

TwinBeech Capital sold out of Bank of New York Mellon (BNY) in Q1 2026, closing a stake of 84,122 shares — an estimated $9.77M sold.

TwinBeech Capital first reported a position in BNY in Q4 2019 and held it in 13 quarters. The position peaked at $23.6M in Q1 2022. 1,762 funds tracked by Wall St. Rank hold BNY as of Q1 2026.

  • TwinBeech Capital reported no remaining Bank of New York Mellon position as of Q1 2026 after selling out during the quarter.
  • TwinBeech Capital sold 84,122 Bank of New York Mellon shares in Q1 2026, an estimated $9.77M.
  • TwinBeech Capital first reported a position in Bank of New York Mellon in Q4 2019 and held it in 13 quarters.
  • TwinBeech Capital's Bank of New York Mellon position peaked at $23.6M in Q1 2022.
  • 1,762 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.