Bank of New York Mellon Corp
BankPosition in PWP — Perella Weinberg Partners
CIK 1390777
NEW YORK, NY
Position in PWP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,300,356
-$13,914 QoQ
Shares Held
269,446
+13.4% QoQ
Ownership
0.287%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#44
of 163 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Bank of New York Mellon Corp holds $7,289,362,281 across 49 Capital Markets names. PWP ranks #36 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,531,247 | $2,560,027,262 | |
| 2 | MS |
Morgan Stanley
|
9,759,983 | $2,040,226,836 | |
| 3 | SCHW |
Schwab Charles Corp
|
10,489,297 | $967,847,425 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,786,353 | $379,695,469 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,420,031 | $210,639,490 | |
| 6 | EVR |
Evercore Inc.
|
302,828 | $103,397,586 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
350,265 | $98,662,638 | |
| 8 | SF |
Stifel Financial Corp
|
1,336,318 | $93,234,900 |
All Filings in PWP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,300,356 | 269,446 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $4,314,270 | 237,570 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $4,053,976 | 234,334 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $4,867,098 | 228,288 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $4,518,120 | 232,653 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $3,611,716 | 196,289 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $4,542,780 | 190,553 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $2,493,401 | 129,125 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,713,716 | 166,998 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $1,696,615 | 120,072 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $1,657,641 | 135,539 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $1,753,351 | 172,235 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $1,409,710 | 169,233 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $1,426,251 | 156,731 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $1,666,254 | 170,026 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,389,775 | 219,554 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,077,563 | 184,831 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $771,894 | 81,682 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $1,028,207 | 79,954 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $180,041 | 13,588 | Shares | Defined | 2021-11-18 | |
| No filing history on record for this holder in this stock. | ||||||