ENVESTNET ASSET MANAGEMENT INC
Position in BNY — Bank of New York Mellon Corp
CIK 1407543
Berwyn, PA
Position in BNY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$323,801,890
+$72,732,528 QoQ
Shares Held
2,239,139
+5.8% QoQ
Ownership
0.330%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#42
of 1,868 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $4,864,006,307 across 19 Banks - Diversified names. BNY ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,273,067 | $2,380,693,021 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
6,354,354 | $525,123,814 | |
| 3 | BAC |
Bank Of America Corp /De/
|
9,107,517 | $518,946,318 | |
| 4 | C |
Citigroup Inc
|
2,782,648 | $389,459,414 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
2,239,139 | $323,801,890 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
4,822,539 | $95,920,300 | |
| 7 | SAN |
Banco Santander, S.A.
|
6,104,333 | $84,239,795 | |
| 8 | UBS |
UBS Group AG
|
1,686,431 | $83,579,520 |
All Filings in BNY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,801,890 | 2,239,139 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $251,069,362 | 2,116,407 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $245,087,466 | 2,111,185 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $224,061,421 | 2,056,364 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $208,431,162 | 2,287,687 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $197,744,240 | 2,357,747 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $173,935,206 | 2,263,897 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $150,332,629 | 2,092,021 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $126,103,725 | 2,105,589 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $122,707,379 | 2,129,597 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $96,258,823 | 1,849,353 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $66,931,455 | 1,569,319 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $47,305,482 | 1,062,567 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $49,010,129 | 1,078,568 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $36,605,226 | 804,157 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $29,072,392 | 754,735 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $29,277,959 | 701,941 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $32,362,631 | 652,078 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $37,576,888 | 646,985 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $22,782,228 | 439,472 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $21,081,349 | 411,504 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $18,293,048 | 386,827 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $13,098,681 | 308,640 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $13,189,753 | 384,093 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $14,899,149 | 385,489 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $7,764,991 | 230,552 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||