William B. Walkup & Associates’s Bank of New York Mellon BNY Stock Holding History

William B. Walkup & 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	$1.79M	Sell	12,369 -2,780	-18%	-$380K	0.86%	30
2026 Q1	$1.27M	Buy	15,149 +157	+1%	+$18.7K	0.76%	35
2025 Q4	$1.74M	Sell	14,992 -264	-2%	-$29.2K	0.95%	30
2025 Q3	$1.66M	Buy	15,256 +17	+0.1%	+$1.73K	0.89%	29
2025 Q2	$1.39M	Buy	15,239 +90	+0.6%	+$7.64K	0.82%	34
2025 Q1	$1.27M	Buy	15,149 +441	+3%	+$37.1K	0.77%	34
2024 Q4	$1.13M	Sell	14,708 -8	-0.1%	-$618	0.72%	37
2024 Q3	$1.06M	Buy	14,716 +55	+0.4%	+$3.62K	0.65%	42
2024 Q2	$878K	Buy	+14,661	New	+$848K	0.58%	43

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

William B. Walkup & Associates's BNY Position: Q2 2026 in Review

William B. Walkup & Associates reduced its Bank of New York Mellon (BNY) stake by 18% in Q2 2026, selling an estimated $380K and leaving 12,369 shares worth $1.79M. The position accounts for 0.86% of the portfolio, ranked #30.

William B. Walkup & Associates first reported a position in BNY in Q2 2024 and has held it in 9 quarters since. 1,870 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

William B. Walkup & Associates held 12,369 shares of Bank of New York Mellon worth $1.79M as of Q2 2026.
William B. Walkup & Associates sold 2,780 Bank of New York Mellon shares in Q2 2026, an estimated $380K.
Bank of New York Mellon made up 0.86% of William B. Walkup & Associates's portfolio in Q2 2026, its #30 holding.
William B. Walkup & Associates first reported a position in Bank of New York Mellon in Q2 2024 and has held it in 9 quarters since.
1,870 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.