Parnassus Investments’s Bank of New York Mellon BNY Stock Holding History

Parnassus Investments’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	$302M	Sell	2,087,849 -219,477	-10%	-$30M	0.81%	38
2026 Q1	$274M	Sell	2,307,326 -52,114	-2%	-$6.2M	0.8%	38
2025 Q4	$274M	Sell	2,359,440 -145,919	-6%	-$16.1M	0.71%	39
2025 Q3	$273M	Sell	2,505,359 -42,062	-2%	-$4.29M	0.63%	43
2025 Q2	$232M	Sell	2,547,421 -101,497	-4%	-$8.62M	0.54%	42
2025 Q1	$222M	Sell	2,648,918 -229,002	-8%	-$19.2M	0.53%	43
2024 Q4	$221M	Sell	2,877,920 -325,070	-10%	-$25.1M	0.49%	42
2024 Q3	$230M	Sell	3,202,990 -493,789	-13%	-$32.5M	0.49%	41
2024 Q2	$221M	Sell	3,696,779 -278,275	-7%	-$16.1M	0.48%	41
2024 Q1	$229M	Sell	3,975,054 -826,770	-17%	-$45.5M	0.49%	43
2023 Q4	$250M	Sell	4,801,824 -71,131	-1%	-$3.28M	0.56%	42
2023 Q3	$208M	Hold	4,872,955	–	–	0.51%	45
2023 Q2	$217M	Sell	4,872,955 -512,413	-10%	-$22M	0.5%	43
2023 Q1	$245M	Buy	5,385,368 +2,941,223	+120%	+$143M	0.61%	42
2022 Q4	$111M	Hold	2,444,145	–	–	0.28%	76
2022 Q3	$94.1M	Hold	2,444,145	–	–	0.25%	72
2022 Q2	$102M	Hold	2,444,145	–	–	0.24%	79
2022 Q1	$121M	Hold	2,444,145	–	–	0.25%	85
2021 Q4	$142M	Hold	2,444,145	–	–	0.27%	75
2021 Q3	$127M	Hold	2,444,145	–	–	0.27%	78
2021 Q2	$125M	Buy	2,444,145 +1,003,897	+70%	+$50.2M	0.27%	80
2021 Q1	$68.1M	Buy	+1,440,248	New	+$63.4M	0.17%	96

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

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

Parnassus Investments's BNY Position: Q2 2026 in Review

Parnassus Investments reduced its Bank of New York Mellon (BNY) stake by 9.5% in Q2 2026, selling an estimated $30M and leaving 2,087,849 shares worth $302M. The position accounts for 0.81% of the portfolio, ranked #38.

Parnassus Investments first reported a position in BNY in Q1 2021 and has held it in 22 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Parnassus Investments held 2,087,849 shares of Bank of New York Mellon worth $302M as of Q2 2026.
Parnassus Investments sold 219,477 Bank of New York Mellon shares in Q2 2026, an estimated $30M.
Bank of New York Mellon made up 0.81% of Parnassus Investments's portfolio in Q2 2026, its #38 holding.
Parnassus Investments first reported a position in Bank of New York Mellon in Q1 2021 and has held it in 22 quarters since.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Parnassus Investments's 13F filing for Q2 2026, filed 29 Jul 2026.