EPIM
BNY

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

Evelyn Partners Investment 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 		$109K Hold
915
– – ﹤0.01% 241
2025
Q4 		$106K Sell
915
-33,500
-97% -$3.71M ﹤0.01% 237
2025
Q3 		$3.75M Hold
34,415
– – 0.11% 82
2025
Q2 		$3.14M Hold
34,415
– – 0.1% 87
2025
Q1 		$2.89M Buy
34,415
+33,500
+3,661% +$2.82M 0.1% 88
2024
Q4 		$70.3K Buy
+915
New +$70.7K ﹤0.01% 259

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 $3.38T AUM 44.17% 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's BNY Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Bank of New York Mellon (BNY) position steady in Q1 2026 at 915 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Evelyn Partners Investment Management first reported a position in BNY in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.75M in Q3 2025. 1,769 funds tracked by Wall St. Rank hold BNY as of Q1 2026.

  • Evelyn Partners Investment Management held 915 shares of Bank of New York Mellon worth $109K as of Q1 2026.
  • Evelyn Partners Investment Management left its Bank of New York Mellon share count unchanged in Q1 2026.
  • Bank of New York Mellon made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #241 holding.
  • Evelyn Partners Investment Management first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Bank of New York Mellon position peaked at $3.75M in Q3 2025.
  • 1,769 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2026.

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