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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$577K Buy
+3,989
New +$545K ﹤0.01% 424
2016
Q1
– Sell
-5,074
Closed -$209K – 403
2015
Q4
$209K Buy
+5,074
New +$213K ﹤0.01% 366
2015
Q3
– Sell
-5,074
Closed -$212K – 379
2015
Q2
$212K Buy
+5,074
New +$216K ﹤0.01% 357

Other funds holding BNY

Westwood Holdings Group's BNY Position: Q2 2026 in Review

Westwood Holdings Group opened a new position in Bank of New York Mellon (BNY) in Q2 2026: 3,989 shares worth $577K. The stake represents ﹤0.01% of the portfolio and ranks #424 among its holdings. This is a return to the name: Westwood Holdings Group previously reported a position in BNY as recently as Q4 2015.

Westwood Holdings Group first reported a position in BNY in Q2 2015 and has held it in 3 quarters since. 1,884 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Westwood Holdings Group held 3,989 shares of Bank of New York Mellon worth $577K as of Q2 2026.
  • Bank of New York Mellon was a new Westwood Holdings Group position in Q2 2026.
  • Bank of New York Mellon made up ﹤0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #424 holding.
  • Westwood Holdings Group first reported a position in Bank of New York Mellon in Q2 2015 and has held it in 3 quarters since.
  • 1,884 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.