SEC 13F Intelligence

Empirical Financial Services, LLC D.b.a. Empirical Wealth Management / BNY

Empirical Financial Services, LLC D.b.a. Empirical Wealth Management’s Bank New York Mellon Corp Position

Does Empirical Financial Services, LLC D.b.a. Empirical Wealth Management own Bank New York Mellon Corp (BNY)? Yes — 174.0K shares worth $21M (+0.36% of its 13F portfolio) as of Q1 2026, up from 163.0K shares the prior filed quarter.

Position Value
$21M
Q1 2026
Shares
174.0K
% of Portfolio
+0.36%
Quarters Held
10
currently held

Position History BNY

Reported value by quarter
Q4 ’19: $219,000Q4 ’19Q1 ’24: $209,272Q2 ’24: $241,734Q2 ’24Q3 ’24: $223,612Q4 ’24: $551,438Q4 ’24Q1 ’25: $11MQ2 ’25: $12MQ2 ’25Q3 ’25: $17MQ4 ’25: $19MQ4 ’25Q1 ’26: $21Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026174.0K$21M+0.36%
Q4 2025163.0K$19M+0.34%
Q3 2025155.5K$17M+0.34%
Q2 2025132.6K$12M+0.27%
Q1 2025126.6K$11M+0.27%
Q4 20247.2K$551,438+0.01%
Q3 20243.1K$223,612+0.01%
Q2 20244.0K$241,734+0.01%
Q1 20243.6K$209,272+0.01%
Q4 20194.3K$219,000+0.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Empirical Financial Services, LLC D.b.a. Empirical Wealth Management’s full portfolio or all institutional holders of BNY.