SEC 13F Intelligence

Montrusco Bolton Investments Inc. / BNY

Montrusco Bolton Investments Inc.’s Bank New York Mellon Corp Position

Does Montrusco Bolton Investments Inc. own Bank New York Mellon Corp (BNY)? Not currently — the last reported position was 408.0K shares worth $20M in Q4 2019; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$20M
Q4 2019
Shares
408.0K
% of Portfolio
+1.15%
Quarters Held
5
position exited

Position History BNY

Reported value by quarter
Q4 ’18: $22MQ4 ’18Q1 ’19: $25MQ1 ’19Q2 ’19: $25MQ2 ’19Q3 ’19: $19MQ3 ’19Q4 ’19: $20MQ4 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2019408.0K$20M+1.15%
Q3 2019409.3K$19M+1.11%
Q2 2019571.8K$25M+1.60%
Q1 2019521.4K$25M+1.62%
Q4 2018482.4K$22M+1.51%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Montrusco Bolton Investments Inc.’s full portfolio or all institutional holders of BNY.