Convergence Investment Partners, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1456133 PALM BEACH GARDENS, FL

Position in BNY

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$8,634,084

+$3,569,770 QoQ

Shares Held

59,706

+39.9% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#388

of 1,868 holders

Holding Since

Sep 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Convergence Investment Partners, LLC holds $26,358,739 across 5 Banks - Diversified names. BNY ranks #2 (32.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	161,117	$9,180,446
2	BNY	Bank of New York Mellon Corp This page	59,706	$8,634,084
3	C	Citigroup Inc	38,127	$5,336,254
4	JPM	Jpmorgan Chase & Co	8,406	$2,751,535
5	WFC	Wells Fargo & Company/Mn	5,523	$456,420

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,634,084	59,706	+39.9%	Shares	Sole	2026-07-31
2026-03-31	$5,064,314	42,690	-24.2%	Shares	Sole	2026-05-07
2025-12-31	$6,536,447	56,305	-5.3%	Shares	Sole	2026-02-05
2025-09-30	$6,479,306	59,465	+7.3%	Shares	Sole	2025-11-04
2025-06-30	$5,048,951	55,416	+52.3%	Shares	Sole	2025-08-01
2025-03-31	$3,051,609	36,385	-0.9%	Shares	Sole	2025-05-06
2024-12-31	$2,820,275	36,708	-0.7%	Shares	Sole	2025-01-31
2024-09-30	$2,655,730	36,957	-1.9%	Shares	Sole	2024-10-29
2024-06-30	$2,256,655	37,680	+4.6%	Shares	Sole	2024-08-01
2024-03-31	$2,076,279	36,034	-2.5%	Shares	Sole	2024-05-03
2023-12-31	$1,924,080	36,966	-5.9%	Shares	Sole	2024-02-05
2023-09-30	$1,675,249	39,279	-13.8%	Shares	Sole	2023-11-02
2023-06-30	$2,029,800	45,593	+3.6%	Shares	Sole	2023-07-26
2023-03-31	$2,000,677	44,029	+6.9%	Shares	Sole	2023-05-09
2022-12-31	$1,875,196	41,195	-3.3%	Shares	Sole	2023-02-03
2022-09-30	$1,641,683	42,619	+80.3%	Shares	Sole	2022-11-08
2022-06-30	$985,732	23,633	-28.2%	Shares	Sole	2022-08-05
2021-09-30	$1,705,898	32,907	-30.5%	Shares	Sole	2021-10-25
2021-06-30	$2,425,842	47,352	+0.4%	Shares	Sole	2021-07-19
2021-03-31	$2,230,480	47,166	-4.1%	Shares	Sole	2021-04-30
2020-12-31	$2,086,647	49,167	-8.6%	Shares	Sole	2021-02-05
2020-09-30	$1,846,770	53,779	—	Shares	Sole	2020-10-28
No filing history on record for this holder in this stock.