James T. Borello RIA’s Bank of New York Mellon BNY Stock Holding History

James T. Borello RIA’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	$1.1M	Buy	7,575 +27	+0.4%	+$4.24K	0.23%	51
2026 Q2	$1.09M	Buy	7,548 +89	+1%	+$12.2K	0.24%	50
2026 Q1	$885K	Buy	7,459 +41	+0.6%	+$4.88K	0.22%	51
2025 Q4	$861K	Buy	7,418 +119	+2%	+$13.2K	0.22%	51
2025 Q3	$795K	Buy	7,299 +130	+2%	+$13.3K	0.22%	49
2025 Q2	$653K	Buy	7,169 +40	+0.6%	+$3.4K	0.19%	50
2025 Q1	$598K	Buy	7,129 +39	+0.6%	+$3.28K	0.19%	48
2024 Q4	$545K	Buy	7,090 +43	+0.6%	+$3.32K	0.2%	51
2024 Q3	$506K	Buy	7,047 +52	+0.7%	+$3.42K	0.21%	47
2024 Q2	$419K	Buy	6,995 +50	+0.7%	+$2.89K	0.19%	46
2024 Q1	$400K	Buy	+6,945	New	+$382K	0.18%	47

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

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

James T. Borello RIA's BNY Position: Q3 2026 in Review

James T. Borello RIA increased its Bank of New York Mellon (BNY) stake by 0.36% in Q3 2026, buying an estimated $4.24K and bringing the position to 7,575 shares worth $1.1M. The position accounts for 0.23% of the portfolio, ranked #51.

James T. Borello RIA first reported a position in BNY in Q1 2024 and has held it in 11 quarters since. 523 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

James T. Borello RIA held 7,575 shares of Bank of New York Mellon worth $1.1M as of Q3 2026.
James T. Borello RIA bought 27 Bank of New York Mellon shares in Q3 2026, an estimated $4.24K.
Bank of New York Mellon made up 0.23% of James T. Borello RIA's portfolio in Q3 2026, its #51 holding.
James T. Borello RIA first reported a position in Bank of New York Mellon in Q1 2024 and has held it in 11 quarters since.
523 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.