Vise Technologies
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Vise Technologies’s Bank of New York Mellon BNY Stock Holding History

Vise Technologies’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 		– Sell
-22,716
Closed -$2.64M – 1850
2026
Q1 		$2.64M Hold
22,716
– – 0.05% 299
2025
Q4 		$2.64M Buy
22,716
+2,546
+13% +$282K 0.05% 300
2025
Q3 		$2.2M Sell
20,170
-319
-2% -$32.5K 0.08% 235
2025
Q2 		$1.87M Buy
+20,489
New +$1.74M 0.08% 279
2024
Q4 		$907K Buy
11,805
+2,880
+32% +$223K 0.08% 278
2024
Q3 		$641K Buy
8,925
+879
+11% +$57.8K 0.08% 240
2024
Q2 		$482K Buy
8,046
+1,278
+19% +$74K 0.08% 231
2024
Q1 		$390K Buy
6,768
+454
+7% +$25K 0.08% 244
2023
Q4 		$329K Buy
+6,314
New +$291K 0.07% 255
2023
Q2 		– Sell
-5,245
Closed -$238K – 347
2023
Q1 		$238K Buy
+5,245
New +$254K 0.06% 291

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 $3.38T AUM 44.17% 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

Vise Technologies's BNY Position: Q2 2026 in Review

Vise Technologies sold out of Bank of New York Mellon (BNY) in Q2 2026, closing a stake of 22,716 shares — an estimated $2.64M sold.

Vise Technologies first reported a position in BNY in Q1 2023 and held it in 10 quarters. The position peaked at $2.64M in Q1 2026. 1,885 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Vise Technologies reported no remaining Bank of New York Mellon position as of Q2 2026 after selling out during the quarter.
  • Vise Technologies sold 22,716 Bank of New York Mellon shares in Q2 2026, an estimated $2.64M.
  • Vise Technologies first reported a position in Bank of New York Mellon in Q1 2023 and held it in 10 quarters.
  • Vise Technologies's Bank of New York Mellon position peaked at $2.64M in Q1 2026.
  • 1,885 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.