Alta Advisers’s Bank of New York Mellon BNY Stock Holding History

Alta Advisers’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 Q3	$688K	Buy	4,755 +2,131	+81%	+$335K	0.1%	118
2026 Q2	$379K	Hold	2,624	–	–	0.09%	111
2026 Q1	$311K	Hold	2,624	–	–	0.11%	128
2025 Q4	$305K	Sell	2,624 -800	-23%	-$88.5K	0.11%	131
2025 Q3	$373K	Hold	3,424	–	–	0.11%	142
2025 Q2	$312K	Hold	3,424	–	–	0.11%	164
2025 Q1	$287K	Buy	+3,424	New	+$288K	0.12%	161
2024 Q4	–	Sell	-2,300	Closed	-$165K	–	180
2024 Q3	$165K	Hold	2,300	–	–	0.08%	182
2024 Q2	$138K	Hold	2,300	–	–	0.07%	187
2024 Q1	$133K	Hold	2,300	–	–	0.07%	207
2023 Q4	$120K	Hold	2,300	–	–	0.06%	212
2023 Q3	$98.1K	Hold	2,300	–	–	0.06%	244
2023 Q2	$102K	Hold	2,300	–	–	0.06%	239
2023 Q1	$105K	Hold	2,300	–	–	0.06%	220
2022 Q4	$105K	Hold	2,300	–	–	0.06%	208
2022 Q3	$89K	Buy	+2,300	New	+$98.1K	0.06%	225

Other funds holding BNY

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Alta Advisers's BNY Position: Q3 2026 in Review

Alta Advisers increased its Bank of New York Mellon (BNY) stake by 81% in Q3 2026, buying an estimated $335K and bringing the position to 4,755 shares worth $688K. The position accounts for 0.1% of the portfolio, ranked #118.

Alta Advisers first reported a position in BNY in Q3 2022 and has held it in 16 quarters since. 1,506 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

Alta Advisers held 4,755 shares of Bank of New York Mellon worth $688K as of Q3 2026.
Alta Advisers bought 2,131 Bank of New York Mellon shares in Q3 2026, an estimated $335K.
Bank of New York Mellon made up 0.1% of Alta Advisers's portfolio in Q3 2026, its #118 holding.
Alta Advisers first reported a position in Bank of New York Mellon in Q3 2022 and has held it in 16 quarters since.
1,506 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Alta Advisers's 13F filing for Q3 2026, filed 2 Nov 2026.