Bank of New York Mellon
TWFG

Bank of New York Mellon’s TWFG Inc TWFG Stock Holding History

Bank of New York Mellon’s Portfolio TWFG Stock Details TWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$327K Sell
13,577
-1,114
-8% -$21.9K ﹤0.01% 3960
2026
Q1 		$270K Buy
14,691
+2,459
+20% +$54.4K ﹤0.01% 3897
2025
Q4 		$352K Buy
12,232
+2,800
+30% +$76.1K ﹤0.01% 3782
2025
Q3 		$259K Buy
+9,432
New +$273K ﹤0.01% 3922

Other funds holding TWFG

CS
Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $914M AUM 30.53% 1-Year Est. Return
BW
Blalock Williams Alexander City, Alabama $154M AUM 33.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DL
Dockside LLC New York $427M AUM

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

Bank of New York Mellon reduced its TWFG Inc (TWFG) stake by 7.6% in Q2 2026, selling an estimated $21.9K and leaving 13,577 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #3960.

Bank of New York Mellon first reported a position in TWFG in Q3 2025 and has held it in 4 quarters since. The position peaked at $352K in Q4 2025. 26 funds tracked by Wall St. Rank hold TWFG as of Q2 2026.

  • Bank of New York Mellon held 13,577 shares of TWFG Inc worth $327K as of Q2 2026.
  • Bank of New York Mellon sold 1,114 TWFG Inc shares in Q2 2026, an estimated $21.9K.
  • TWFG Inc made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3960 holding.
  • Bank of New York Mellon first reported a position in TWFG Inc in Q3 2025 and has held it in 4 quarters since.
  • Bank of New York Mellon's TWFG Inc position peaked at $352K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held TWFG Inc as of Q2 2026.

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