Tidemark’s Bank of New York Mellon BNY Stock Holding History

Tidemark’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	$868	Hold	6	–	–	﹤0.01%	753
2026 Q1	$712	Buy	+6	New	+$714	﹤0.01%	726

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

Tidemark's BNY Position: Q2 2026 in Review

Tidemark held its Bank of New York Mellon (BNY) position steady in Q2 2026 at 6 shares worth $868. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Tidemark first reported a position in BNY in Q1 2026 and has held it in 2 quarters since. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Tidemark held 6 shares of Bank of New York Mellon worth $868 as of Q2 2026.
Tidemark left its Bank of New York Mellon share count unchanged in Q2 2026.
Bank of New York Mellon made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #753 holding.
Tidemark first reported a position in Bank of New York Mellon in Q1 2026 and has held it in 2 quarters since.
1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.