Midwest Trust’s Bank of New York Mellon BNY Stock Holding History

Midwest Trust’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	$778K	Buy	5,376 +902	+20%	+$142K	0.01%	400
2026 Q2	$647K	Sell	4,474 -307	-6%	-$42K	0.01%	405
2026 Q1	$567K	Sell	4,781 -226	-5%	-$26.9K	0.01%	423
2025 Q4	$581K	Buy	5,007 +724	+17%	+$80.1K	0.01%	410
2025 Q3	$467K	Sell	4,283 -27	-0.6%	-$2.75K	0.01%	434
2025 Q2	$393K	Buy	+4,310	New	+$366K	0.01%	464

Other funds holding BNY

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Midwest Trust's BNY Position: Q3 2026 in Review

Midwest Trust increased its Bank of New York Mellon (BNY) stake by 20% in Q3 2026, buying an estimated $142K and bringing the position to 5,376 shares worth $778K. The position accounts for 0.01% of the portfolio, ranked #400.

Midwest Trust first reported a position in BNY in Q2 2025 and has held it in 6 quarters since. 1,068 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

Midwest Trust held 5,376 shares of Bank of New York Mellon worth $778K as of Q3 2026.
Midwest Trust bought 902 Bank of New York Mellon shares in Q3 2026, an estimated $142K.
Bank of New York Mellon made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #400 holding.
Midwest Trust first reported a position in Bank of New York Mellon in Q2 2025 and has held it in 6 quarters since.
1,068 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.