Bank of New York Mellon
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Bank of New York Mellon’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Bank of New York Mellon’s Portfolio YLDE Stock Details YLDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-169,993
Closed -$9.28M – 4304
2025
Q3 		$9.28M Buy
169,993
+5,835
+4% +$310K ﹤0.01% 1969
2025
Q2 		$8.64M Sell
164,158
-809
-0.5% -$41.2K ﹤0.01% 1978
2025
Q1 		$8.54M Buy
164,967
+5,695
+4% +$294K ﹤0.01% 1931
2024
Q4 		$8.09M Sell
159,272
-1,482
-0.9% -$76.5K ﹤0.01% 2029
2024
Q3 		$8.1M Sell
160,754
-746
-0.5% -$36.1K ﹤0.01% 2044
2024
Q2 		$7.58M Sell
161,500
-6,817
-4% -$316K ﹤0.01% 2110
2024
Q1 		$7.95M Buy
168,317
+67,501
+67% +$3.06M ﹤0.01% 2083
2023
Q4 		$4.47M Sell
100,816
-4,712
-4% -$197K ﹤0.01% 2429
2023
Q3 		$4.26M Buy
+105,528
New +$4.45M ﹤0.01% 2396

Other funds holding YLDE

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of New York Mellon's YLDE Position: Q4 2025 in Review

Bank of New York Mellon sold out of ClearBridge Dividend Strategy ESG ETF (YLDE) in Q4 2025, closing a stake of 169,993 shares — an estimated $9.28M sold.

Bank of New York Mellon first reported a position in YLDE in Q3 2023 and held it in 9 quarters. The position peaked at $9.28M in Q3 2025. 36 funds tracked by Wall St. Rank hold YLDE as of Q4 2025.

  • Bank of New York Mellon reported no remaining ClearBridge Dividend Strategy ESG ETF position as of Q4 2025 after selling out during the quarter.
  • Bank of New York Mellon sold 169,993 ClearBridge Dividend Strategy ESG ETF shares in Q4 2025, an estimated $9.28M.
  • Bank of New York Mellon first reported a position in ClearBridge Dividend Strategy ESG ETF in Q3 2023 and held it in 9 quarters.
  • Bank of New York Mellon's ClearBridge Dividend Strategy ESG ETF position peaked at $9.28M in Q3 2025.
  • 36 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q4 2025.

Based on Bank of New York Mellon's 13F filing for Q4 2025, filed 10 Feb 2026.