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Essential Partners’s Bank of New York Mellon BNY Stock Holding History

Essential Partners’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 		$212K Hold
1,468
– – 0.1% 224
2026
Q2 		$212K Sell
1,468
-3,390
-70% -$464K 0.1% 212
2026
Q1 		$576K Hold
4,858
– – 0.19% 130
2025
Q4 		$564K Buy
4,858
+711
+17% +$78.7K 0.17% 164
2025
Q3 		$452K Buy
4,147
+149
+4% +$15.2K 0.15% 186
2025
Q2 		$364K Buy
+3,998
New +$340K 0.15% 202

Other funds holding BNY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Essential Partners's BNY Position: Q3 2026 in Review

Essential Partners held its Bank of New York Mellon (BNY) position steady in Q3 2026 at 1,468 shares worth $212K. The position accounts for 0.1% of the portfolio, ranked #224.

Essential Partners first reported a position in BNY in Q2 2025 and has held it in 6 quarters since. The position peaked at $576K in Q1 2026. 384 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • Essential Partners held 1,468 shares of Bank of New York Mellon worth $212K as of Q3 2026.
  • Essential Partners left its Bank of New York Mellon share count unchanged in Q3 2026.
  • Bank of New York Mellon made up 0.1% of Essential Partners's portfolio in Q3 2026, its #224 holding.
  • Essential Partners first reported a position in Bank of New York Mellon in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Bank of New York Mellon position peaked at $576K in Q1 2026.
  • 384 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.