BCI
BNY

Brinker Capital Investments’s Bank of New York Mellon BNY Stock Holding History

Brinker Capital Investments’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
Q1 		$119 Buy
+1
New +$119 ﹤0.01% 1981

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Brinker Capital Investments's BNY Position: Q1 2026 in Review

Brinker Capital Investments reduced its Bank of New York Mellon (BNY) stake by 2.4% in Q1 2026, selling an estimated $77.9K and leaving 27,209 shares worth $3.23M. The position accounts for 0.03% of the portfolio, ranked #533.

Brinker Capital Investments first reported a position in BNY in Q1 2014 and has held it in 49 quarters since. The position peaked at $5.21M in Q3 2020. 1,759 funds tracked by Wall St. Rank hold BNY as of Q1 2026.

  • Brinker Capital Investments held 27,209 shares of Bank of New York Mellon worth $3.23M as of Q1 2026.
  • Brinker Capital Investments sold 655 Bank of New York Mellon shares in Q1 2026, an estimated $77.9K.
  • Bank of New York Mellon made up 0.03% of Brinker Capital Investments's portfolio in Q1 2026, its #533 holding.
  • Brinker Capital Investments first reported a position in Bank of New York Mellon in Q1 2014 and has held it in 49 quarters since.
  • Brinker Capital Investments's Bank of New York Mellon position peaked at $5.21M in Q3 2020.
  • 1,759 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.