WFI
BNY

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

West Family 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
Q2 		$365K Buy
+2,525
New +$345K 0.11% 263
2022
Q2 		– Sell
-4,348
Closed -$216K – 241
2022
Q1 		$216K Sell
4,348
-161
-4% -$9.15K 0.06% 252
2021
Q4 		$262K Sell
4,509
-468
-9% -$26.9K 0.07% 235
2021
Q3 		$258K Buy
4,977
+332
+7% +$17.3K 0.07% 244
2021
Q2 		$238K Buy
+4,645
New +$232K 0.06% 284

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

West Family Investments's BNY Position: Q2 2026 in Review

West Family Investments opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 2,525 shares worth $365K. The stake represents 0.11% of the portfolio and ranks #263 among its holdings. This is a return to the name: West Family Investments previously reported a position in BNY as recently as Q1 2022.

West Family Investments first reported a position in BNY in Q2 2021 and has held it in 5 quarters since. 1,410 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • West Family Investments held 2,525 shares of Bank of New York Mellon worth $365K as of Q2 2026.
  • Bank of New York Mellon was a new West Family Investments position in Q2 2026.
  • Bank of New York Mellon made up 0.11% of West Family Investments's portfolio in Q2 2026, its #263 holding.
  • West Family Investments first reported a position in Bank of New York Mellon in Q2 2021 and has held it in 5 quarters since.
  • 1,410 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.