Darwin Wealth Management
BNY icon

Darwin Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Darwin Wealth Management’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 		$18.7K Buy
+129
New +$20.3K 0.01% 526
2026
Q2 		– Hold
0
– – – 650
2020
Q2 		– Sell
-105
Closed -$3K – 214
2020
Q1 		$3K Buy
+105
New +$4.41K ﹤0.01% 648

Other funds holding BNY

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
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Darwin Wealth Management's BNY Position: Q3 2026 in Review

Darwin Wealth Management opened a new position in Bank of New York Mellon (BNY) in Q3 2026: 129 shares worth $18.7K. The stake represents 0.01% of the portfolio and ranks #526 among its holdings. This is a return to the name: Darwin Wealth Management previously reported a position in BNY as recently as Q1 2020.

Darwin Wealth Management first reported a position in BNY in Q1 2020 and has held it in 2 quarters since. 1,260 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • Darwin Wealth Management held 129 shares of Bank of New York Mellon worth $18.7K as of Q3 2026.
  • Bank of New York Mellon was a new Darwin Wealth Management position in Q3 2026.
  • Bank of New York Mellon made up 0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #526 holding.
  • Darwin Wealth Management first reported a position in Bank of New York Mellon in Q1 2020 and has held it in 2 quarters since.
  • 1,260 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.