EPIMS
BNY

Evelyn Partners Investment Management Services’s Bank of New York Mellon BNY Stock Holding History

Evelyn Partners Investment Management Services’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 		$42.2K Sell
356
-92
-21% -$10.9K 0.01% 187
2025
Q4 		$52K Buy
+448
New +$49.6K 0.01% 174

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

Evelyn Partners Investment Management Services's BNY Position: Q1 2026 in Review

Evelyn Partners Investment Management Services reduced its Bank of New York Mellon (BNY) stake by 21% in Q1 2026, selling an estimated $10.9K and leaving 356 shares worth $42.2K. The position accounts for 0.01% of the portfolio, ranked #187.

Evelyn Partners Investment Management Services first reported a position in BNY in Q4 2025 and has held it in 2 quarters since. The position peaked at $52K in Q4 2025. 1,762 funds tracked by Wall St. Rank hold BNY as of Q1 2026.

  • Evelyn Partners Investment Management Services held 356 shares of Bank of New York Mellon worth $42.2K as of Q1 2026.
  • Evelyn Partners Investment Management Services sold 92 Bank of New York Mellon shares in Q1 2026, an estimated $10.9K.
  • Bank of New York Mellon made up 0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #187 holding.
  • Evelyn Partners Investment Management Services first reported a position in Bank of New York Mellon in Q4 2025 and has held it in 2 quarters since.
  • Evelyn Partners Investment Management Services's Bank of New York Mellon position peaked at $52K in Q4 2025.
  • 1,762 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.