Jupiter Asset Management’s Bank of New York Mellon BNY Stock Holding History

Jupiter Asset 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	–	Sell	-179,762	Closed	-$20.9M	–	492
2025 Q4	$20.9M	Buy	+179,762	New	+$19.9M	0.17%	159
2025 Q2	–	Sell	-384,086	Closed	-$32.2M	–	445
2025 Q1	$32.2M	Sell	384,086 -459,822	-54%	-$38.6M	0.31%	111
2024 Q4	$64.8M	Sell	843,908 -59,829	-7%	-$4.62M	0.63%	38
2024 Q3	$64.9M	Buy	+903,737	New	+$59.4M	0.57%	48
2024 Q2	–	Sell	-105,632	Closed	-$6.09M	–	402
2024 Q1	$6.09M	Buy	+105,632	New	+$5.82M	0.06%	244
2021 Q2	–	Sell	-239,384	Closed	-$11.3M	–	592
2021 Q1	$11.3M	Sell	239,384 -558,810	-70%	-$24.6M	0.11%	201
2020 Q4	$33.9M	Sell	798,194 -1,066,715	-57%	-$41M	0.34%	81
2020 Q3	$64M	Buy	+1,864,909	New	+$67.9M	0.67%	28
2015 Q1	–	Sell	-263,400	Closed	-$10.7M	–	219
2014 Q4	$10.7M	Buy	263,400 +92,700	+54%	+$3.63M	0.35%	78
2014 Q3	$6.61M	Buy	+170,700	New	+$6.64M	0.22%	97

Other funds holding BNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jupiter Asset Management's BNY Position: Q1 2026 in Review

Jupiter Asset Management sold out of Bank of New York Mellon (BNY) in Q1 2026, closing a stake of 179,762 shares — an estimated $20.9M sold.

Jupiter Asset Management first reported a position in BNY in Q3 2014 and held it in 10 quarters. The position peaked at $64.9M in Q3 2024. 1,762 funds tracked by Wall St. Rank hold BNY as of Q1 2026.

Jupiter Asset Management reported no remaining Bank of New York Mellon position as of Q1 2026 after selling out during the quarter.
Jupiter Asset Management sold 179,762 Bank of New York Mellon shares in Q1 2026, an estimated $20.9M.
Jupiter Asset Management first reported a position in Bank of New York Mellon in Q3 2014 and held it in 10 quarters.
Jupiter Asset Management's Bank of New York Mellon position peaked at $64.9M in Q3 2024.
1,762 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2026.

Based on Jupiter Asset Management's 13F filing for Q1 2026, filed 12 May 2026.