YIM
BNY

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

Yoffe 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 		$1.48M Hold
10,200
– – 1.69% 13
2026
Q1 		$1.21M Hold
10,200
– – 1.55% 15
2025
Q4 		$1.18M Hold
10,200
– – 1.51% 14
2025
Q3 		$1.11M Hold
10,200
– – 1.45% 17
2025
Q2 		$929K Hold
10,200
– – 1.27% 20
2025
Q1 		$855K Hold
10,200
– – 1.26% 19
2024
Q4 		$784K Buy
+10,200
New +$788K 1.16% 21

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

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

Yoffe Investment Management held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 10,200 shares worth $1.48M. The position accounts for 1.69% of the portfolio, ranked #13.

Yoffe Investment Management first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. 1,880 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Yoffe Investment Management held 10,200 shares of Bank of New York Mellon worth $1.48M as of Q2 2026.
  • Yoffe Investment Management left its Bank of New York Mellon share count unchanged in Q2 2026.
  • Bank of New York Mellon made up 1.69% of Yoffe Investment Management's portfolio in Q2 2026, its #13 holding.
  • Yoffe Investment Management first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
  • 1,880 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.