EF
BNY

Empowered Funds’s Bank of New York Mellon BNY Stock Holding History

Empowered Funds’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 		$19.8M Buy
136,894
+2,547
+2% +$348K 0.1% 199
2026
Q1 		$15.9M Buy
+134,347
New +$16M 0.1% 219
2025
Q4 		– Sell
-144,086
Closed -$15.7M – 1106
2025
Q3 		$15.7M Sell
144,086
-15,836
-10% -$1.62M 0.16% 125
2025
Q2 		$14.6M Buy
159,922
+51,297
+47% +$4.36M 0.16% 122
2025
Q1 		$9.11M Sell
108,625
-7,460
-6% -$627K 0.13% 183
2024
Q4 		$8.92M Buy
116,085
+102,325
+744% +$7.91M 0.13% 183
2024
Q3 		$989K Buy
13,760
+1,162
+9% +$76.4K 0.02% 900
2024
Q2 		$754K Buy
12,598
+1,978
+19% +$114K 0.01% 939
2024
Q1 		$612K Buy
10,620
+2,328
+28% +$128K 0.01% 1026
2023
Q4 		$432K Buy
8,292
+1,485
+22% +$68.4K 0.01% 1018
2023
Q3 		$290K Buy
6,807
+1,240
+22% +$55.2K 0.01% 1063
2023
Q2 		$248K Sell
5,567
-14,242
-72% -$611K 0.01% 1017
2023
Q1 		$900K Sell
19,809
-16,258
-45% -$788K 0.05% 307
2022
Q4 		$1.64M Buy
+36,067
New +$1.55M 0.11% 202

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Empowered Funds's BNY Position: Q2 2026 in Review

Empowered Funds increased its Bank of New York Mellon (BNY) stake by 1.9% in Q2 2026, buying an estimated $348K and bringing the position to 136,894 shares worth $19.8M. The position accounts for 0.1% of the portfolio, ranked #199.

Empowered Funds first reported a position in BNY in Q4 2022 and has held it in 14 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Empowered Funds held 136,894 shares of Bank of New York Mellon worth $19.8M as of Q2 2026.
  • Empowered Funds bought 2,547 Bank of New York Mellon shares in Q2 2026, an estimated $348K.
  • Bank of New York Mellon made up 0.1% of Empowered Funds's portfolio in Q2 2026, its #199 holding.
  • Empowered Funds first reported a position in Bank of New York Mellon in Q4 2022 and has held it in 14 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.