SEC 13F Intelligence

Greystone Financial Group, LLC / BNY

Greystone Financial Group, LLC’s Bank New York Mellon Corp Position

Does Greystone Financial Group, LLC own Bank New York Mellon Corp (BNY)? Yes — 62.7K shares worth $7M (+2.11% of its 13F portfolio) as of Q1 2026, down from 136.7K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
62.7K
% of Portfolio
+2.11%
Quarters Held
10
currently held

Position History BNY

Reported value by quarter
Q1 ’23: $7MQ1 ’23Q1 ’24: $10MQ2 ’24: $10MQ2 ’24Q3 ’24: $11MQ4 ’24: $12MQ4 ’24Q1 ’25: $12MQ2 ’25: $14MQ2 ’25Q3 ’25: $15MQ4 ’25: $16MQ4 ’25Q1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202662.7K$7M+2.11%
Q4 2025136.7K$16M+2.48%
Q3 2025140.5K$15M+2.37%
Q2 2025154.1K$14M+2.31%
Q1 2025148.6K$12M+2.26%
Q4 2024157.2K$12M+2.10%
Q3 2024153.6K$11M+1.97%
Q2 2024173.7K$10M+2.04%
Q1 2024167.6K$10M+1.93%
Q1 2023154.7K$7M+1.77%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greystone Financial Group, LLC’s full portfolio or all institutional holders of BNY.