TI
BNY

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

Tidal 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
Q1 		$1.15M Buy
9,700
+1,100
+13% +$131K ﹤0.01% 1399
2025
Q4 		$998K Buy
+8,600
New +$952K ﹤0.01% 1266

Other funds holding BNY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tidal Investments's BNY Position: Q1 2026 in Review

Tidal Investments reduced its Bank of New York Mellon (BNY) stake by 3.6% in Q1 2026, selling an estimated $4.04M and leaving 910,526 shares worth $108M. The position accounts for 0.23% of the portfolio, ranked #94.

Tidal Investments first reported a position in BNY in Q2 2021 and has held it in 20 quarters since. The position peaked at $110M in Q4 2025. 1,755 funds tracked by Wall St. Rank hold BNY as of Q1 2026.

  • Tidal Investments held 910,526 shares of Bank of New York Mellon worth $108M as of Q1 2026.
  • Tidal Investments sold 34,008 Bank of New York Mellon shares in Q1 2026, an estimated $4.04M.
  • Bank of New York Mellon made up 0.23% of Tidal Investments's portfolio in Q1 2026, its #94 holding.
  • Tidal Investments first reported a position in Bank of New York Mellon in Q2 2021 and has held it in 20 quarters since.
  • Tidal Investments's Bank of New York Mellon position peaked at $110M in Q4 2025.
  • 1,755 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.