HighTower Advisors’s Bank of New York Mellon BNY Stock Holding History

HighTower Advisors’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
2024 Q2	–	Sell	-2,500	Closed	-$500	–	3708
2024 Q1	$500	Sell	2,500 -3,000	-55%	-$165K	﹤0.01%	3544
2023 Q4	$2.46K	Buy	+5,500	New	+$253K	﹤0.01%	3500
2023 Q2	–	Sell	-5,000	Closed	-$7.05K	–	3461
2023 Q1	$7.05K	Buy	5,000 +4,970	+16,567%	+$241K	﹤0.01%	3213
2022 Q4	$4.5K	Sell	30 -5	-14%	-$214	﹤0.01%	3224
2022 Q3	$10K	Sell	35 -2,965	-99%	-$126K	﹤0.01%	3017
2022 Q2	$10K	Buy	3,000 +2,980	+14,900%	+$133K	﹤0.01%	3065
2022 Q1	$12K	Buy	+20	New	+$1.14K	﹤0.01%	3201
2021 Q2	–	Sell	-50	Closed	-$2K	–	3174
2021 Q1	$2K	Hold	50	–	–	﹤0.01%	2982
2020 Q4	$1K	Sell	50 -4,950	-99%	-$190K	﹤0.01%	2571
2020 Q3	$8K	Buy	+5,000	New	+$182K	﹤0.01%	2434
2018 Q3	–	Sell	-3,500	Closed	-$7K	–	2293
2018 Q2	$7K	Buy	+3,500	New	+$193K	﹤0.01%	2159

Other funds holding BNY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors's BNY Position: Q1 2026 in Review

HighTower Advisors reduced its Bank of New York Mellon (BNY) stake by 1.3% in Q1 2026, selling an estimated $572K and leaving 363,167 shares worth $43.1M. The position accounts for 0.05% of the portfolio, ranked #396.

HighTower Advisors first reported a position in BNY in Q2 2013 and has held it in 50 quarters since. 1,754 funds tracked by Wall St. Rank hold BNY as of Q1 2026.

HighTower Advisors held 363,167 shares of Bank of New York Mellon worth $43.1M as of Q1 2026.
HighTower Advisors sold 4,813 Bank of New York Mellon shares in Q1 2026, an estimated $572K.
Bank of New York Mellon made up 0.05% of HighTower Advisors's portfolio in Q1 2026, its #396 holding.
HighTower Advisors first reported a position in Bank of New York Mellon in Q2 2013 and has held it in 50 quarters since.
1,754 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.