DCM
BNY

DGS Capital Management’s Bank of New York Mellon BNY Stock Holding History

DGS Capital 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
Q1 		$468K Buy
3,948
+1,169
+42% +$139K 0.08% 251
2025
Q4 		$323K Buy
2,779
+439
+19% +$48.6K 0.06% 305
2025
Q3 		$255K Buy
+2,340
New +$239K 0.05% 324

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

DGS Capital Management's BNY Position: Q1 2026 in Review

DGS Capital Management increased its Bank of New York Mellon (BNY) stake by 42% in Q1 2026, buying an estimated $139K and bringing the position to 3,948 shares worth $468K. The position accounts for 0.08% of the portfolio, ranked #251.

DGS Capital Management first reported a position in BNY in Q3 2025 and has held it in 3 quarters since. 1,767 funds tracked by Wall St. Rank hold BNY as of Q1 2026.

  • DGS Capital Management held 3,948 shares of Bank of New York Mellon worth $468K as of Q1 2026.
  • DGS Capital Management bought 1,169 Bank of New York Mellon shares in Q1 2026, an estimated $139K.
  • Bank of New York Mellon made up 0.08% of DGS Capital Management's portfolio in Q1 2026, its #251 holding.
  • DGS Capital Management first reported a position in Bank of New York Mellon in Q3 2025 and has held it in 3 quarters since.
  • 1,767 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.