Blalock Williams
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Blalock Williams’s Bank of New York Mellon BNY Stock Holding History

Blalock Williams’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
Q3 		$242K Buy
+1,647
New +$259K 0.15% 133

Other funds holding BNY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Blalock Williams's BNY Position: Q3 2026 in Review

Blalock Williams opened a new position in Bank of New York Mellon (BNY) in Q3 2026: 1,647 shares worth $242K. The stake represents 0.15% of the portfolio and ranks #133 among its holdings.

1,665 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • Blalock Williams held 1,647 shares of Bank of New York Mellon worth $242K as of Q3 2026.
  • Bank of New York Mellon was a new Blalock Williams position in Q3 2026.
  • Bank of New York Mellon made up 0.15% of Blalock Williams's portfolio in Q3 2026, its #133 holding.
  • 1,665 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Blalock Williams's 13F filing for Q3 2026, filed 13 Nov 2026.