Welch Group’s Bank of New York Mellon BNY Stock Holding History

Welch Group’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 Q3	$2.45M	Buy	16,944 +8	+0%	+$1.26K	0.08%	77
2026 Q2	$2.45M	Hold	16,936	–	–	0.08%	79
2026 Q1	$2.01M	Hold	16,936	–	–	0.08%	83
2025 Q4	$1.97M	Hold	16,936	–	–	0.08%	84
2025 Q3	$1.85M	Hold	16,936	–	–	0.07%	81
2025 Q2	$1.54M	Hold	16,936	–	–	0.06%	85
2025 Q1	$1.4M	Hold	16,936	–	–	0.06%	86
2024 Q4	$1.31M	Hold	16,936	–	–	0.06%	90
2024 Q3	$1.22M	Hold	16,936	–	–	0.05%	89
2024 Q2	$1.01M	Buy	16,936 +11,600	+217%	+$671K	0.05%	98
2024 Q1	$307K	Hold	5,336	–	–	0.02%	175
2023 Q4	$278K	Buy	+5,336	New	+$246K	0.02%	183
2022 Q2	–	Sell	-4,336	Closed	-$215K	–	206
2022 Q1	$215K	Hold	4,336	–	–	0.01%	199
2021 Q4	$252K	Hold	4,336	–	–	0.01%	186
2021 Q3	$225K	Hold	4,336	–	–	0.02%	168
2021 Q2	$222K	Buy	+4,336	New	+$217K	0.02%	173
2020 Q1	–	Sell	-2,000	Closed	-$101K	–	156
2019 Q4	$101K	Buy	+2,000	New	+$95.4K	0.01%	155

Other funds holding BNY

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Welch Group's BNY Position: Q3 2026 in Review

Welch Group increased its Bank of New York Mellon (BNY) stake by 0.05% in Q3 2026, buying an estimated $1.26K and bringing the position to 16,944 shares worth $2.45M. The position accounts for 0.08% of the portfolio, ranked #77.

Welch Group first reported a position in BNY in Q4 2019 and has held it in 17 quarters since. 719 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

Welch Group held 16,944 shares of Bank of New York Mellon worth $2.45M as of Q3 2026.
Welch Group bought 8 Bank of New York Mellon shares in Q3 2026, an estimated $1.26K.
Bank of New York Mellon made up 0.08% of Welch Group's portfolio in Q3 2026, its #77 holding.
Welch Group first reported a position in Bank of New York Mellon in Q4 2019 and has held it in 17 quarters since.
719 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.