SEC 13F Intelligence

Yoffe Investment Management, LLC / BNY

Yoffe Investment Management, LLC’s Bank New York Mellon Corp Position

Does Yoffe Investment Management, LLC own Bank New York Mellon Corp (BNY)? Yes — 10.2K shares worth $1M (+1.55% of its 13F portfolio) as of Q1 2026.

Position Value
$1M
Q1 2026
Shares
10.2K
% of Portfolio
+1.55%
Quarters Held
6
currently held

Position History BNY

Reported value by quarter
Q4 ’24: $783,666Q4 ’24Q1 ’25: $855,474Q1 ’25Q2 ’25: $929,322Q2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.2K$1M+1.55%
Q4 202510.2K$1M+1.51%
Q3 202510.2K$1M+1.45%
Q2 202510.2K$929,322+1.27%
Q1 202510.2K$855,474+1.26%
Q4 202410.2K$783,666+1.16%

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