WIM
BNY

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

Westside 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 		$39.3K Hold
272
– – 0.01% 678
2026
Q1 		$33.2K Sell
272
-161
-37% -$19.1K 0.01% 703
2025
Q4 		$50.5K Buy
433
+18
+4% +$1.99K 0.01% 540
2025
Q3 		$44.7K Buy
415
+127
+44% +$13K 0.01% 577
2025
Q2 		$26.2K Buy
288
+127
+79% +$10.8K ﹤0.01% 597
2025
Q1 		$13.5K Hold
161
– – ﹤0.01% 639
2024
Q4 		$12.4K Hold
161
– – ﹤0.01% 650
2024
Q3 		$11.6K Sell
161
-66
-29% -$4.34K ﹤0.01% 656
2024
Q2 		$13.6K Hold
227
– – ﹤0.01% 610
2024
Q1 		$13.1K Hold
227
– – ﹤0.01% 587
2023
Q4 		$11.8K Hold
227
– – ﹤0.01% 565
2023
Q3 		$9.68K Hold
227
– – ﹤0.01% 585
2023
Q2 		$10.1K Hold
227
– – ﹤0.01% 587
2023
Q1 		$10.3K Hold
227
– – ﹤0.01% 582
2022
Q4 		$10 Hold
227
– – ﹤0.01% 598
2022
Q3 		$8 Hold
227
– – ﹤0.01% 624
2022
Q2 		$9 Hold
227
– – ﹤0.01% 606
2022
Q1 		$11 Hold
227
– – ﹤0.01% 602
2021
Q4 		$13 Hold
227
– – ﹤0.01% 555
2021
Q3 		$11 Buy
227
+66
+41% +$3.43K ﹤0.01% 562
2021
Q2 		$8 Buy
+161
New +$8.05K ﹤0.01% 594
2018
Q4 		– Sell
-740
Closed -$38.4K – 702
2018
Q3 		$38.4K Hold
740
– – 0.01% 280
2018
Q2 		$40K Sell
740
-12
-2% -$662 0.01% 315
2018
Q1 		$37.7K Buy
752
+48
+7% +$2.67K 0.02% 303
2017
Q4 		$38.8K Sell
704
-32
-4% -$1.71K 0.02% 307
2017
Q3 		$40K Buy
736
+54
+8% +$2.83K 0.02% 289
2017
Q2 		$35.4K Buy
682
+9
+1% +$430 0.02% 297
2017
Q1 		$31.6K Hold
673
– – 0.02% 294
2016
Q4 		$32.3K Buy
+673
New +$30.4K 0.02% 224

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

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

Westside Investment Management held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 272 shares worth $39.3K. The position accounts for 0.01% of the portfolio, ranked #678.

Westside Investment Management first reported a position in BNY in Q4 2016 and has held it in 29 quarters since. The position peaked at $50.5K in Q4 2025. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Westside Investment Management held 272 shares of Bank of New York Mellon worth $39.3K as of Q2 2026.
  • Westside Investment Management left its Bank of New York Mellon share count unchanged in Q2 2026.
  • Bank of New York Mellon made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #678 holding.
  • Westside Investment Management first reported a position in Bank of New York Mellon in Q4 2016 and has held it in 29 quarters since.
  • Westside Investment Management's Bank of New York Mellon position peaked at $50.5K in Q4 2025.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.