New York Life Investment Management LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1133639 New York, NY

Position in BNY

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$14,778,274

+$2,619,055 QoQ

Shares Held

102,194

-0.3% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#295

of 1,868 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

New York Life Investment Management LLC holds $260,828,949 across 5 Banks - Diversified names. BNY ranks #5 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	373,305	$122,193,925
2	BAC	Bank Of America Corp /De/	971,595	$55,361,483
3	WFC	Wells Fargo & Company/Mn	426,339	$35,232,654
4	C	Citigroup Inc	237,658	$33,262,613
5	BNY	Bank of New York Mellon Corp This page	102,194	$14,778,274

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,778,274	102,194	-0.3%	Shares	Sole	2026-08-10
2026-03-31	$12,159,219	102,497	+1.0%	Shares	Sole	2026-05-07
2025-12-31	$11,780,116	101,474	-1.4%	Shares	Sole	2026-02-05
2025-09-30	$11,213,727	102,916	-3.9%	Shares	Sole	2025-11-06
2025-06-30	$9,756,969	107,090	+0.8%	Shares	Sole	2025-08-01
2025-03-31	$8,907,497	106,206	-1.7%	Shares	Sole	2025-05-08
2024-12-31	$8,301,711	108,053	-1.2%	Shares	Sole	2025-02-05
2024-09-30	$7,861,771	109,404	-5.0%	Shares	Sole	2024-11-07
2024-06-30	$6,898,009	115,178	-0.5%	Shares	Sole	2024-08-05
2024-03-31	$6,669,629	115,752	-5.1%	Shares	Sole	2024-05-06
2023-12-31	$6,346,768	121,936	-29.8%	Shares	Sole	2024-02-06
2023-09-30	$7,404,039	173,600	+0.4%	Shares	Sole	2023-11-08
2023-06-30	$7,701,202	172,983	-2.2%	Shares	Sole	2023-08-07
2023-03-31	$8,038,608	176,906	+50.4%	Shares	Sole	2023-05-08
2022-12-31	$5,354,699	117,634	+1.4%	Shares	Sole	2023-02-10
2022-09-30	$4,470,130	116,047	-1.4%	Shares	Sole	2022-11-10
2022-06-30	$4,909,558	117,707	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.