AG
BNY

AlTi Global’s Bank of New York Mellon BNY Stock Holding History

AlTi Global’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 		$482K Buy
3,333
+174
+6% +$23.8K 0.01% 366
2026
Q1 		$375K Buy
3,159
+290
+10% +$34.5K 0.01% 344
2025
Q4 		$333K Buy
2,869
+40
+1% +$4.43K 0.01% 363
2025
Q3 		$308K Buy
2,829
+83
+3% +$8.46K 0.01% 369
2025
Q2 		$251K Buy
+2,746
New +$233K 0.01% 378
2025
Q1 		– Sell
-4,888
Closed -$376K – 393
2024
Q4 		$376K Buy
+4,888
New +$378K 0.01% 316

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

AlTi Global's BNY Position: Q2 2026 in Review

AlTi Global increased its Bank of New York Mellon (BNY) stake by 5.5% in Q2 2026, buying an estimated $23.8K and bringing the position to 3,333 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #366.

AlTi Global first reported a position in BNY in Q4 2024 and has held it in 6 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • AlTi Global held 3,333 shares of Bank of New York Mellon worth $482K as of Q2 2026.
  • AlTi Global bought 174 Bank of New York Mellon shares in Q2 2026, an estimated $23.8K.
  • Bank of New York Mellon made up 0.01% of AlTi Global's portfolio in Q2 2026, its #366 holding.
  • AlTi Global first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 6 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.