SEC 13F Intelligence

Goodwin Investment Advisory / BNY

Goodwin Investment Advisory’s Bank New York Mellon Corp Position

Does Goodwin Investment Advisory own Bank New York Mellon Corp (BNY)? Yes — 11.3K shares worth $1M (+1.60% of its 13F portfolio) as of Q1 2026.

Position Value
$1M
Q1 2026
Shares
11.3K
% of Portfolio
+1.60%
Quarters Held
16
currently held

Position History BNY

Reported value by quarter
Q1 ’22: $280,000Q1 ’22Q3 ’22: $437,000Q4 ’22: $516,379Q4 ’22Q1 ’23: $515,471Q2 ’23: $505,035Q2 ’23Q3 ’23: $483,822Q4 ’23: $590,455Q4 ’23Q1 ’24: $653,641Q2 ’24: $679,392Q2 ’24Q3 ’24: $815,180Q4 ’24: $871,560Q4 ’24Q1 ’25: $951,421Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ4 ’25: $1MQ4 ’25Q1 ’26: $1Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202611.3K$1M+1.60%
Q4 202511.3K$1M+1.45%
Q3 202511.3K$1M+1.33%
Q2 202511.3K$1M+1.19%
Q1 202511.3K$951,421+1.48%
Q4 202411.3K$871,560+0.46%
Q3 202411.3K$815,180+0.35%
Q2 202411.3K$679,392+0.31%
Q1 202411.3K$653,641+0.31%
Q4 202311.3K$590,455+0.31%
Q3 202311.3K$483,822+0.29%
Q2 202311.3K$505,035+0.29%
Q1 202311.3K$515,471+0.34%
Q4 202211.3K$516,379+0.37%
Q3 202211.3K$437,000+0.33%
Q1 20225.6K$280,000+0.19%

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