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

Pallas Capital 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
2026 Q2	$1.41M	Sell	9,743 -497	-5%	-$68K	0.04%	278
2026 Q1	$1.21M	Buy	10,240 +116	+1%	+$13.8K	0.05%	289
2025 Q4	$1.18M	Sell	10,124 -571	-5%	-$63.2K	0.04%	324
2025 Q3	$1.17M	Sell	10,695 -470	-4%	-$47.9K	0.04%	309
2025 Q2	$1.02M	Buy	11,165 +3,045	+38%	+$259K	0.04%	327
2025 Q1	$681K	Buy	8,120 +2,457	+43%	+$206K	0.03%	387
2024 Q4	$435K	Buy	5,663 +237	+4%	+$18.3K	0.02%	393
2024 Q3	$415K	Buy	5,426 +331	+6%	+$21.8K	0.02%	397
2024 Q2	$323K	Buy	5,095 +873	+21%	+$50.5K	0.01%	396
2024 Q1	$243K	Buy	+4,222	New	+$232K	0.01%	385

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Pallas Capital Advisors's BNY Position: Q2 2026 in Review

Pallas Capital Advisors reduced its Bank of New York Mellon (BNY) stake by 4.9% in Q2 2026, selling an estimated $68K and leaving 9,743 shares worth $1.41M. The position accounts for 0.04% of the portfolio, ranked #278.

Pallas Capital Advisors first reported a position in BNY in Q1 2024 and has held it in 10 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Pallas Capital Advisors held 9,743 shares of Bank of New York Mellon worth $1.41M as of Q2 2026.
Pallas Capital Advisors sold 497 Bank of New York Mellon shares in Q2 2026, an estimated $68K.
Bank of New York Mellon made up 0.04% of Pallas Capital Advisors's portfolio in Q2 2026, its #278 holding.
Pallas Capital Advisors first reported a position in Bank of New York Mellon in Q1 2024 and has held it in 10 quarters since.
1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.