ZACKS INVESTMENT MANAGEMENT

Position in BNY — Bank of New York Mellon Corp

CIK 1086483 Chicago, IL

Position in BNY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$122,562,180

+$21,275,056 QoQ

Shares Held

847,536

-0.7% QoQ

Ownership

0.125%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#85

of 1,868 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ZACKS INVESTMENT MANAGEMENT holds $704,978,174 across 5 Banks - Diversified names. BNY ranks #3 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	910,319	$297,974,718
2	BAC	Bank Of America Corp /De/	2,244,960	$127,917,820
3	BNY	Bank of New York Mellon Corp This page	847,536	$122,562,180
4	WFC	Wells Fargo & Company/Mn	1,037,525	$85,741,066
5	C	Citigroup Inc	505,733	$70,782,390

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$122,562,180	847,536	-0.7%	Shares	Sole	2026-08-13
2026-03-31	$101,287,124	853,807	-0.9%	Shares	Sole	2026-05-14
2025-12-31	$99,981,119	861,238	-0.8%	Shares	Sole	2026-02-17
2025-09-30	$94,636,771	868,546	-0.5%	Shares	Sole	2025-11-14
2025-06-30	$79,557,160	873,199	+1.8%	Shares	Sole	2025-08-12
2025-03-31	$71,948,885	857,862	+1.4%	Shares	Sole	2025-05-14
2024-12-31	$65,012,163	846,182	-2.8%	Shares	Sole	2025-02-13
2024-09-30	$62,588,766	870,982	+4.3%	Shares	Sole	2024-11-14
2024-03-31	$48,101,291	834,802	+4.0%	Shares	Sole	2024-05-15
2023-12-31	$41,788,082	802,845	-5.7%	Shares	Sole	2024-02-14
2023-09-30	$36,292,761	850,944	-0.6%	Shares	Sole	2023-11-14
2023-06-30	$38,099,637	855,787	-5.7%	Shares	Sole	2023-08-15
2023-03-31	$41,259,156	907,992	+16.2%	Shares	Sole	2023-05-15
2022-12-31	$35,561,999	781,239	+0.3%	Shares	Sole	2023-02-14
2022-09-30	$29,996,101	778,715	+3.5%	Shares	Sole	2022-11-14
2022-06-30	$31,395,617	752,712	+5.1%	Shares	Sole	2022-08-15
2022-03-31	$35,557,214	716,446	+14.7%	Shares	Sole	2022-05-13
2021-12-31	$36,272,295	624,523	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.