Bank of New York Mellon Corp

Bank

Position in WHG — Westwood Holdings Group Inc

CIK 1390777 NEW YORK, NY

Position in WHG

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$353,049

-$12,026 QoQ

Shares Held

21,436

+1.1% QoQ

Ownership

0.226%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Financial Services · as of Mar 31, 2026

Bank of New York Mellon Corp holds $4,487,991,194 across 90 Asset Management names. WHG ranks #75 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	844,719	$812,374,698
2	BX	Blackstone Inc.	4,520,908	$519,859,201
3	APO	Apollo Global Management, Inc.	2,901,110	$323,241,664
4	AMP	Ameriprise Financial Inc	716,776	$318,535,248
5	KKR	KKR & Co. Inc.	3,340,610	$309,006,419
6	NTRS	Northern Trust Corp	2,036,137	$284,183,631
7	STT	State Street Corp	1,846,047	$233,635,700
8	RJF	Raymond James Financial Inc	1,240,769	$179,650,934

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$353,049	21,436	+1.1%	Shares	Defined	2026-05-05
2025-12-31	$365,075	21,213	-0.7%	Shares	Defined	2026-02-10
2025-09-30	$352,340	21,367	+12.6%	Shares	Defined	2025-11-03
2025-06-30	$295,946	18,971	+64.9%	Shares	Defined	2025-08-05
2023-12-31	$144,604	11,504	-54.8%	Shares	Defined	2024-01-29
2022-09-30	$245,064	25,448	+1.8%	Shares	Defined	2022-11-14
2022-06-30	$345,095	25,007	+0.2%	Shares	Defined	2022-08-15
2022-03-31	$382,217	24,949	+2.3%	Shares	Defined	2022-05-11
2021-12-31	$412,996	24,380	-28.2%	Shares	Defined	2022-02-11
2021-03-31	$490,973	33,954	-6.4%	Shares	Defined	2021-05-13
2020-09-30	$404,226	36,286	-2.9%	Shares	Defined	2020-11-12
2020-06-30	$588,735	37,380	-66.4%	Shares	Defined	2020-08-12
2020-03-31	$2,035,649	111,177	—	Shares	Defined	2020-05-06
No filing history on record for this holder in this stock.