TAR
BNY

Trask Adam Roland’s Bank of New York Mellon BNY Stock Holding History

Trask Adam Roland’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 		$23.7K Buy
+200
New +$23.8K 0.02% 138

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Trask Adam Roland's BNY Position: Q1 2026 in Review

Trask Adam Roland opened a new position in Bank of New York Mellon (BNY) in Q1 2026: 200 shares worth $23.7K. The stake represents 0.02% of the portfolio and ranks #138 among its holdings.

1,762 funds tracked by Wall St. Rank hold BNY as of Q1 2026.

  • Trask Adam Roland held 200 shares of Bank of New York Mellon worth $23.7K as of Q1 2026.
  • Bank of New York Mellon was a new Trask Adam Roland position in Q1 2026.
  • Bank of New York Mellon made up 0.02% of Trask Adam Roland's portfolio in Q1 2026, its #138 holding.
  • 1,762 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.