Welch Group’s Bank of New York Mellon BNY Stock Holding History

Welch Group’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	$2.45M	Hold	16,936	–	–	0.08%	79
2026 Q1	$2.01M	Hold	16,936	–	–	0.08%	83
2025 Q4	$1.97M	Hold	16,936	–	–	0.08%	84
2025 Q3	$1.85M	Hold	16,936	–	–	0.07%	81
2025 Q2	$1.54M	Hold	16,936	–	–	0.06%	85
2025 Q1	$1.4M	Hold	16,936	–	–	0.06%	86
2024 Q4	$1.31M	Hold	16,936	–	–	0.06%	90
2024 Q3	$1.22M	Hold	16,936	–	–	0.05%	89
2024 Q2	$1.01M	Buy	16,936 +11,600	+217%	+$671K	0.05%	98
2024 Q1	$307K	Hold	5,336	–	–	0.02%	175
2023 Q4	$278K	Buy	+5,336	New	+$246K	0.02%	183
2022 Q2	–	Sell	-4,336	Closed	-$215K	–	206
2022 Q1	$215K	Hold	4,336	–	–	0.01%	199
2021 Q4	$252K	Hold	4,336	–	–	0.01%	186
2021 Q3	$225K	Hold	4,336	–	–	0.02%	168
2021 Q2	$222K	Buy	+4,336	New	+$217K	0.02%	173
2020 Q1	–	Sell	-2,000	Closed	-$101K	–	156
2019 Q4	$101K	Buy	+2,000	New	+$95.4K	0.01%	155

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

Welch Group's BNY Position: Q2 2026 in Review

Welch Group held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 16,936 shares worth $2.45M. The position accounts for 0.08% of the portfolio, ranked #79.

Welch Group first reported a position in BNY in Q4 2019 and has held it in 16 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Welch Group held 16,936 shares of Bank of New York Mellon worth $2.45M as of Q2 2026.
Welch Group left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up 0.08% of Welch Group's portfolio in Q2 2026, its #79 holding.
Welch Group first reported a position in Bank of New York Mellon in Q4 2019 and has held it in 16 quarters since.
1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.