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

Edgewood 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 Q2	$4.3M	Hold	29,704	–	–	0.04%	41
2026 Q1	$3.52M	Hold	29,704	–	–	0.02%	42
2025 Q4	$3.45M	Hold	29,704	–	–	0.02%	43
2025 Q3	$3.24M	Hold	29,704	–	–	0.01%	41
2025 Q2	$2.71M	Hold	29,704	–	–	0.01%	43
2025 Q1	$2.49M	Hold	29,704	–	–	0.01%	48
2024 Q4	$2.28M	Hold	29,704	–	–	0.01%	51
2024 Q3	$2.13M	Hold	29,704	–	–	0.01%	50
2024 Q2	$1.78M	Hold	29,704	–	–	﹤0.01%	55
2024 Q1	$1.71M	Hold	29,704	–	–	﹤0.01%	51
2023 Q4	$1.55M	Hold	29,704	–	–	﹤0.01%	50
2023 Q3	$1.27M	Hold	29,704	–	–	﹤0.01%	53
2023 Q2	$1.32M	Hold	29,704	–	–	﹤0.01%	52
2023 Q1	$1.35M	Hold	29,704	–	–	﹤0.01%	52
2022 Q4	$1.35M	Hold	29,704	–	–	﹤0.01%	51
2022 Q3	$1.14M	Hold	29,704	–	–	﹤0.01%	47
2022 Q2	$1.24M	Hold	29,704	–	–	﹤0.01%	47
2022 Q1	$1.47M	Hold	29,704	–	–	﹤0.01%	47
2021 Q4	$1.73M	Hold	29,704	–	–	﹤0.01%	46
2021 Q3	$1.54M	Hold	29,704	–	–	﹤0.01%	45
2021 Q2	$1.52M	Hold	29,704	–	–	﹤0.01%	45
2021 Q1	$1.41M	Hold	29,704	–	–	﹤0.01%	47
2020 Q4	$1.26M	Sell	29,704 -5,627	-16%	-$216K	﹤0.01%	48
2020 Q3	$1.21M	Sell	35,331 -2,976	-8%	-$108K	﹤0.01%	46
2020 Q2	$1.48M	Hold	38,307	–	–	﹤0.01%	42
2020 Q1	$1.29M	Sell	38,307 -986	-3%	-$41.4K	﹤0.01%	42
2019 Q4	$1.98M	Sell	39,293 -13,268	-25%	-$633K	0.01%	43
2019 Q3	$2.38M	Hold	52,561	–	–	0.01%	41
2019 Q2	$2.32M	Sell	52,561 -500	-0.9%	-$23.5K	0.01%	42
2019 Q1	$2.68M	Hold	53,061	–	–	0.01%	42
2018 Q4	$2.5M	Sell	53,061 -5,177	-9%	-$251K	0.01%	42
2018 Q3	$2.97M	Hold	58,238	–	–	0.01%	39
2018 Q2	$3.14M	Hold	58,238	–	–	0.01%	39
2018 Q1	$3M	Hold	58,238	–	–	0.01%	39
2017 Q4	$3.14M	Hold	58,238	–	–	0.01%	40
2017 Q3	$3.09M	Hold	58,238	–	–	0.01%	39
2017 Q2	$2.97M	Hold	58,238	–	–	0.01%	39
2017 Q1	$2.75M	Hold	58,238	–	–	0.02%	39
2016 Q4	$2.76M	Hold	58,238	–	–	0.02%	40
2016 Q3	$2.32M	Hold	58,238	–	–	0.02%	39
2016 Q2	$2.26M	Hold	58,238	–	–	0.02%	38
2016 Q1	$2.15M	Hold	58,238	–	–	0.02%	38
2015 Q4	$2.4M	Hold	58,238	–	–	0.02%	40
2015 Q3	$2.28M	Sell	58,238 -5,338	-8%	-$222K	0.02%	38
2015 Q2	$2.67M	Hold	63,576	–	–	0.02%	36
2015 Q1	$2.56M	Sell	63,576 -18,980	-23%	-$739K	0.02%	37
2014 Q4	$3.35M	Hold	82,556	–	–	0.03%	38
2014 Q3	$3.2M	Sell	82,556 -9,063	-10%	-$352K	0.03%	38
2014 Q2	$3.43M	Hold	91,619	–	–	0.03%	35
2014 Q1	$3.23M	Sell	91,619 -3,425	-4%	-$113K	0.03%	36
2013 Q4	$3.32M	Hold	95,044	–	–	0.04%	37
2013 Q3	$2.87M	Hold	95,044	–	–	0.04%	36
2013 Q2	$2.67M	Buy	+95,044	New	+$2.73M	0.04%	37

Other funds holding BNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Edgewood Management's BNY Position: Q2 2026 in Review

Edgewood Management held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 29,704 shares worth $4.3M. The position accounts for 0.04% of the portfolio, ranked #41.

Edgewood Management first reported a position in BNY in Q2 2013 and has held it in 53 quarters since. 1,874 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Edgewood Management held 29,704 shares of Bank of New York Mellon worth $4.3M as of Q2 2026.
Edgewood Management left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up 0.04% of Edgewood Management's portfolio in Q2 2026, its #41 holding.
Edgewood Management first reported a position in Bank of New York Mellon in Q2 2013 and has held it in 53 quarters since.
1,874 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Edgewood Management's 13F filing for Q2 2026, filed 13 Aug 2026.