Tortoise Investment Management’s Bank of New York Mellon BNY Stock Holding History

Tortoise Investment Management’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
2025 Q4	–	Sell	-998	Closed	-$109K	–	375
2025 Q3	$109K	Sell	998 -150	-13%	-$15.3K	0.01%	295
2025 Q2	$105K	Buy	1,148 +973	+556%	+$82.6K	0.01%	290
2025 Q1	$14.7K	Hold	175	–	–	﹤0.01%	540
2024 Q4	$13.4K	Hold	175	–	–	﹤0.01%	595
2024 Q3	$12.6K	Hold	175	–	–	﹤0.01%	613
2024 Q2	$10.5K	Hold	175	–	–	﹤0.01%	623
2024 Q1	$10.1K	Hold	175	–	–	﹤0.01%	626
2023 Q4	$9.11K	Hold	175	–	–	﹤0.01%	590
2023 Q3	$7.46K	Hold	175	–	–	﹤0.01%	594
2023 Q2	$7.79K	Hold	175	–	–	﹤0.01%	588
2023 Q1	$7.95K	Hold	175	–	–	﹤0.01%	575
2022 Q4	$7.97K	Hold	175	–	–	﹤0.01%	564
2022 Q3	$7K	Hold	175	–	–	﹤0.01%	569
2022 Q2	$7K	Hold	175	–	–	﹤0.01%	556
2022 Q1	$9K	Hold	175	–	–	﹤0.01%	507
2021 Q4	$10K	Hold	175	–	–	﹤0.01%	480
2021 Q3	$9K	Hold	175	–	–	﹤0.01%	478
2021 Q2	$9K	Hold	175	–	–	﹤0.01%	473
2021 Q1	$8K	Buy	+175	New	+$7.7K	﹤0.01%	463
2013 Q4	–	Sell	-60	Closed	-$2K	–	344
2013 Q3	$2K	Hold	60	–	–	﹤0.01%	301
2013 Q2	$2K	Buy	+60	New	+$1.72K	﹤0.01%	329

Other funds holding BNY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

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

Tortoise Investment Management's BNY Position: Q4 2025 in Review

Tortoise Investment Management sold out of Bank of New York Mellon (BNY) in Q4 2025, closing a stake of 998 shares — an estimated $109K sold.

Tortoise Investment Management first reported a position in BNY in Q2 2013 and held it in 21 quarters. The position peaked at $109K in Q3 2025. 1,758 funds tracked by Wall St. Rank hold BNY as of Q4 2025.

Tortoise Investment Management reported no remaining Bank of New York Mellon position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 998 Bank of New York Mellon shares in Q4 2025, an estimated $109K.
Tortoise Investment Management first reported a position in Bank of New York Mellon in Q2 2013 and held it in 21 quarters.
Tortoise Investment Management's Bank of New York Mellon position peaked at $109K in Q3 2025.
1,758 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.