Bank of New York Mellon
PHAT icon

Bank of New York Mellon’s Phathom Pharmaceuticals PHAT Stock Holding History

Bank of New York Mellon’s Portfolio PHAT Stock Details PHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.65M Buy
152,313
+28,295
+23% +$323K ﹤0.01% 3064
2026
Q1 		$1.38M Buy
124,018
+1,051
+0.9% +$13.3K ﹤0.01% 3017
2025
Q4 		$2.04M Sell
122,967
-4,415
-3% -$63K ﹤0.01% 2819
2025
Q3 		$1.5M Buy
127,382
+6,216
+5% +$64.2K ﹤0.01% 2974
2025
Q2 		$1.16M Buy
121,166
+6,631
+6% +$36.7K ﹤0.01% 3056
2025
Q1 		$718K Buy
114,535
+11,787
+11% +$71.6K ﹤0.01% 3252
2024
Q4 		$834K Buy
102,748
+4,557
+5% +$56.4K ﹤0.01% 3263
2024
Q3 		$1.78M Sell
98,191
-16,530
-14% -$231K ﹤0.01% 2814
2024
Q2 		$1.18M Buy
114,721
+19,500
+20% +$201K ﹤0.01% 3100
2024
Q1 		$1.01M Sell
95,221
-11,098
-10% -$94.3K ﹤0.01% 3142
2023
Q4 		$971K Buy
106,319
+11,254
+12% +$97K ﹤0.01% 3203
2023
Q3 		$986K Buy
95,065
+16,478
+21% +$226K ﹤0.01% 3154
2023
Q2 		$1.13M Buy
78,587
+1,250
+2% +$14.4K ﹤0.01% 3126
2023
Q1 		$552K Sell
77,337
-2,598
-3% -$22.8K ﹤0.01% 3445
2022
Q4 		$897K Buy
79,935
+6,415
+9% +$66.1K ﹤0.01% 3247
2022
Q3 		$814K Buy
73,520
+9,163
+14% +$87.3K ﹤0.01% 3305
2022
Q2 		$544K Buy
64,357
+3,069
+5% +$31.6K ﹤0.01% 3538
2022
Q1 		$834K Buy
61,288
+1,948
+3% +$31.5K ﹤0.01% 3420
2021
Q4 		$1.17M Buy
59,340
+1,198
+2% +$28.2K ﹤0.01% 3292
2021
Q3 		$1.87M Buy
58,142
+7,323
+14% +$243K ﹤0.01% 3019
2021
Q2 		$1.72M Buy
50,819
+9,597
+23% +$344K ﹤0.01% 3097
2021
Q1 		$1.55M Sell
41,222
-2,446
-6% -$102K ﹤0.01% 3072
2020
Q4 		$1.45M Sell
43,668
-264
-0.6% -$10.7K ﹤0.01% 3027
2020
Q3 		$1.61M Sell
43,932
-183
-0.4% -$6.34K ﹤0.01% 2795
2020
Q2 		$1.45M Buy
44,115
+5,882
+15% +$226K ﹤0.01% 2875
2020
Q1 		$987K Buy
38,233
+13,439
+54% +$449K ﹤0.01% 2993
2019
Q4 		$772K Buy
+24,794
New +$623K ﹤0.01% 3360

Other funds holding PHAT

MVM
Medicxi Ventures Management St. Helier, Jersey $177M AUM 212.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CP
Catalys Pacific Tokyo, Japan $229M AUM 100.3% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Bank of New York Mellon's PHAT Position: Q2 2026 in Review

Bank of New York Mellon increased its Phathom Pharmaceuticals (PHAT) stake by 23% in Q2 2026, buying an estimated $323K and bringing the position to 152,313 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #3064.

Bank of New York Mellon first reported a position in PHAT in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.04M in Q4 2025. 43 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

  • Bank of New York Mellon held 152,313 shares of Phathom Pharmaceuticals worth $1.65M as of Q2 2026.
  • Bank of New York Mellon bought 28,295 Phathom Pharmaceuticals shares in Q2 2026, an estimated $323K.
  • Phathom Pharmaceuticals made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3064 holding.
  • Bank of New York Mellon first reported a position in Phathom Pharmaceuticals in Q4 2019 and has held it in 27 quarters since.
  • Bank of New York Mellon's Phathom Pharmaceuticals position peaked at $2.04M in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.