McAdam LLC
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McAdam LLC’s Bank of New York Mellon BNY Stock Holding History

McAdam LLC’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 		$383K Buy
2,650
+180
+7% +$28.3K 0.01% 337
2026
Q2 		$357K Buy
2,470
+111
+5% +$15.2K 0.01% 344
2026
Q1 		$280K Buy
2,359
+206
+10% +$24.5K 0.01% 358
2025
Q4 		$250K Buy
2,153
+19
+0.9% +$2.1K 0.01% 359
2025
Q3 		$232K Buy
+2,134
New +$218K 0.01% 359
2018
Q4 		– Sell
-1,384
Closed -$72K – 115
2018
Q3 		$72K Sell
1,384
-14
-1% -$737 0.03% 138
2018
Q2 		$75K Sell
1,398
-46
-3% -$2.54K 0.03% 122
2018
Q1 		$74K Buy
+1,444
New +$80.3K 0.03% 125

Other funds holding BNY

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

McAdam LLC's BNY Position: Q3 2026 in Review

McAdam LLC increased its Bank of New York Mellon (BNY) stake by 7.3% in Q3 2026, buying an estimated $28.3K and bringing the position to 2,650 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #337.

McAdam LLC first reported a position in BNY in Q1 2018 and has held it in 8 quarters since. 627 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

  • McAdam LLC held 2,650 shares of Bank of New York Mellon worth $383K as of Q3 2026.
  • McAdam LLC bought 180 Bank of New York Mellon shares in Q3 2026, an estimated $28.3K.
  • Bank of New York Mellon made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #337 holding.
  • McAdam LLC first reported a position in Bank of New York Mellon in Q1 2018 and has held it in 8 quarters since.
  • 627 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.