Balyasny Asset Management’s Bank of New York Mellon BNY Stock Holding History

Balyasny Asset 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
2025 Q3	–	Sell	-2,600	Closed	-$237K	–	2926
2025 Q2	$237K	Sell	2,600 -900	-26%	-$76.4K	﹤0.01%	2552
2025 Q1	$294K	Buy	+3,500	New	+$294K	﹤0.01%	2456
2023 Q2	–	Sell	-490,000	Closed	-$22.3M	–	2288
2023 Q1	$22.3M	Buy	+490,000	New	+$23.8M	0.06%	471
2022 Q3	–	Sell	-155,000	Closed	-$6.46M	–	2862
2022 Q2	$6.46M	Buy	+155,000	New	+$6.9M	0.02%	831
2020 Q4	–	Sell	-150,000	Closed	-$5.15M	–	1336
2020 Q3	$5.15M	Buy	+150,000	New	+$5.46M	0.04%	606
2020 Q2	–	Sell	-115,000	Closed	-$3.87M	–	1137
2020 Q1	$3.87M	Buy	+115,000	New	+$4.83M	0.05%	467
2015 Q2	–	Sell	-100,000	Closed	-$4.02M	–	1146
2015 Q1	$4.02M	Buy	+100,000	New	+$3.89M	0.03%	506
2014 Q2	–	Sell	-100,000	Closed	-$3.53M	–	639
2014 Q1	$3.53M	Buy	+100,000	New	+$3.3M	0.04%	415
2013 Q3	–	Sell	-250,000	Closed	-$7.01M	–	572
2013 Q2	$7.01M	Buy	+250,000	New	+$7.18M	0.12%	207

Other funds holding BNY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Balyasny Asset Management's BNY Position: Q1 2026 in Review

Balyasny Asset Management sold out of Bank of New York Mellon (BNY) in Q1 2026, closing a stake of 14,083 shares — an estimated $1.63M sold.

Balyasny Asset Management first reported a position in BNY in Q2 2015 and held it in 32 quarters. The position peaked at $168M in Q1 2021. 1,755 funds tracked by Wall St. Rank hold BNY as of Q1 2026.

Balyasny Asset Management reported no remaining Bank of New York Mellon position as of Q1 2026 after selling out during the quarter.
Balyasny Asset Management sold 14,083 Bank of New York Mellon shares in Q1 2026, an estimated $1.63M.
Balyasny Asset Management first reported a position in Bank of New York Mellon in Q2 2015 and held it in 32 quarters.
Balyasny Asset Management's Bank of New York Mellon position peaked at $168M in Q1 2021.
1,755 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.