WIM
BNY

Walsky Investment Management’s Bank of New York Mellon BNY Stock Holding History

Walsky Investment Management’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 		$4.57M Sell
31,604
-863
-3% -$118K 4.24% 5
2026
Q1 		$3.85M Buy
32,467
+729
+2% +$86.7K 3.93% 6
2025
Q4 		$3.68M Buy
+31,738
New +$3.51M 3.75% 5

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

Walsky Investment Management's BNY Position: Q2 2026 in Review

Walsky Investment Management reduced its Bank of New York Mellon (BNY) stake by 2.7% in Q2 2026, selling an estimated $118K and leaving 31,604 shares worth $4.57M. The position accounts for 4.24% of the portfolio, ranked #5.

Walsky Investment Management first reported a position in BNY in Q4 2025 and has held it in 3 quarters since. 1,874 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Walsky Investment Management held 31,604 shares of Bank of New York Mellon worth $4.57M as of Q2 2026.
  • Walsky Investment Management sold 863 Bank of New York Mellon shares in Q2 2026, an estimated $118K.
  • Bank of New York Mellon made up 4.24% of Walsky Investment Management's portfolio in Q2 2026, its #5 holding.
  • Walsky Investment Management first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 3 quarters since.
  • 1,874 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Walsky Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.