WA
BNY

Walsh & Associates’s Bank of New York Mellon BNY Stock Holding History

Walsh & Associates’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 		$29.2K Hold
202
– – 0.02% 146
2026
Q1 		$24K Hold
202
– – 0.02% 150
2025
Q4 		$23.4K Buy
+202
New +$22.4K 0.02% 152

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

Walsh & Associates's BNY Position: Q2 2026 in Review

Walsh & Associates held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 202 shares worth $29.2K. The position accounts for 0.02% of the portfolio, ranked #146.

Walsh & Associates first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Walsh & Associates held 202 shares of Bank of New York Mellon worth $29.2K as of Q2 2026.
  • Walsh & Associates left its Bank of New York Mellon share count unchanged in Q2 2026.
  • Bank of New York Mellon made up 0.02% of Walsh & Associates's portfolio in Q2 2026, its #146 holding.
  • Walsh & Associates first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.