ZI
BNY

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

ZEGA 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 		$188K Sell
1,300
-1,800
-58% -$246K 0.02% 280
2026
Q1 		$368K Buy
+3,100
New +$369K 0.04% 209

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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ZEGA Investments's BNY Position: Q2 2026 in Review

ZEGA Investments reduced its Bank of New York Mellon (BNY) stake by 12% in Q2 2026, selling an estimated $118K and leaving 6,356 shares worth $919K. The position accounts for 0.09% of the portfolio, ranked #130.

ZEGA Investments first reported a position in BNY in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.18M in Q4 2025. 1,122 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • ZEGA Investments held 6,356 shares of Bank of New York Mellon worth $919K as of Q2 2026.
  • ZEGA Investments sold 860 Bank of New York Mellon shares in Q2 2026, an estimated $118K.
  • Bank of New York Mellon made up 0.09% of ZEGA Investments's portfolio in Q2 2026, its #130 holding.
  • ZEGA Investments first reported a position in Bank of New York Mellon in Q3 2025 and has held it in 4 quarters since.
  • ZEGA Investments's Bank of New York Mellon position peaked at $1.18M in Q4 2025.
  • 1,122 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.