What smart money is saying about Bank of New York Mellon
1 fund in our archive has pitched Bank of New York Mellon — most recently Artemis US Extended Alpha Fund in June 2025.
The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. The company operates through Securities Services, Market and Wealth Services, Investment and Wealth Management, and Other segments. The Securities Services segment offers custody, trust and depositary, accounting, exchange-traded funds, middle-office solutions, transfer agency, services for private equity and real estate funds, foreign exchange, securities lending, liquidity/lending services, prime brokerage, and data analytics. This segment also provides trustee, paying agency, fiduciary, escrow and other financial, issuer, and support services for brokers and investors. The Market and Wealth Services segment offers clearing and custody, investment, wealth and retirement solutions, technology and enterprise data management, trading, and prime brokerage services; and clearance and collateral management services. This segment also provides integrated cash management solutions, including payments, foreign exchange, liquidity management, receivables processing and payables management, and trade finance and processing services. The Investment and Wealth Management segment offers investment management strategies and distribution of investment products, investment management, custody, wealth and estate planning, private banking, investment, and information management services. The Other segment engages in the provision of leasing, corporate treasury, derivative and other trading, corporate and bank-owned life insurance, renewable energy investment, and business exit services. It serves central banks and sovereigns, financial institutions, asset managers, insurance companies, corporations, local authorities and high net-worth individuals, and family offices. The company was founded in 1784 and is headquartered in New York, New York.
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Fund signal · last 12 months
8 lettersToo few moves on Bank of New York Mellon yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q2 2025 and Q3 2026, 8 fund letters reported a position in Bank of New York Mellon, with 3 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q2 2026 | 5 | 0 | 1 | 0 |
| Q4 2025 | 2 | 0 | 1 | 0 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 8 positions · 3 moves
- TrimmedMatrix Asset AdvisorsSeptember 2026
“We also trimmed positions in Amgen on price strength and did the same for the financial stocks: Bank of NY Mellon, M&T Bank, PNC Financial, and U.S. Bancorp.”
Bank of New York Mellon - June 2026
“We trimmed some positions in the financial sector (again): Bank of New York Mellon, Morgan Stanley, and Goldman Sachs.”
Bank of New York Mellon - June 2026
“Unlike the other theme changes discussed, Evolving Financials represents a new thematic category. The portfolio has already benefited in 2026, with strong Q2 contributions from Bank of New York Mellon and Goldman Sachs.”
Bank of New York Mellon - June 2026
“Introducing Evolving Financials Unlike the other theme changes discussed, Evolving Financials represents a new thematic category. The portfolio has already benefited in 2026, with strong Q2 contributions from Bank of New York Mellon and Goldman Sachs.”
Bank of New York Mellon - June 2026
“It is also notable how diversified our return was for the quarter. Samsung was, of course, a home run and our best performer. But Elevance (health insurance company), Alphabet, Bank of New York Mellon (trust and custody bank) and Citigroup (money center bank) all returned between 22% and 33%.”
Bank of New York Mellon - June 2026
Listed in Gabelli Funds Open-End Funds’s reported holdings.
Bank of New York Mellon - TrimmedDavis Financial FundDecember 2025
“Banks, both domestic and foreign, continue to represent the majority of our holdings in the DFF portfolio. However, given their strong market performance during the year, we have trimmed our exposure to banks (primarily BNY Mellon, DBS and Danske)”
Bank of New York Mellon - December 2025
“Bank of New York Mellon, the largest financial custodian in the world, advanced amid strong earnings results.”
Bank of New York Mellon
Fund coverage · 1 thesis
- Artemis US Extended Alpha FundJune 2025
Bank of New York Mellon is a financial services company poised for growth through innovation and strategic client relationships, presenting an undervalued investment opportunity with solid earnings potential and lower cyclicality compared to traditional banks.
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